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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 | $105,554 | $96,731+9.1% | $123,973-14.9% | $86,983+21.4% |
| Participation rate | 98.0% | 70.0%+28.0pp | 76.7%+21.4pp | 69.5%+28.5pp |
| Annual return | 15.55% | 17.33%-1.8pp | 388.13%-372.6pp | 25.83%-10.3pp |
| Employer contribution / active EE | $7,558 | $3,297+129.2% | $4,126+83.2% | $2,584+192.4% |
| Participant deferral / active EE | $6,187 | $4,152+49.0% | $5,247+17.9% | $4,194+47.5% |
| Admin fee / account holder | $17,731 | $8,722+103.3% | $11,799+50.3% | $7,856+125.7% |