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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,587 | $106,524+63.0% | $152,301+14.0% | $87,485+98.4% |
| Participation rate | 98.0% | 75.8%+22.2pp | 82.4%+15.6pp | 68.9%+29.1pp |
| Annual return | 15.41% | 26.89%-11.5pp | 80.50%-65.1pp | 26.06%-10.7pp |
| Employer contribution / active EE | $10,642 | $3,371+215.7% | $4,624+130.1% | $2,596+309.9% |
| Participant deferral / active EE | $7,944 | $6,525+21.7% | $8,004-0.7% | $4,274+85.9% |
| Admin fee / account holder | $21,213 | $8,287+156.0% | $14,398+47.3% | $7,775+172.8% |