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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 | $100,556 | $72,273+39.1% | $101,275-0.7% | $79,856+25.9% |
| Participation rate | 95.0% | 68.5%+26.5pp | 75.8%+19.2pp | 69.6%+25.4pp |
| Annual return | 16.66% | 22.30%-5.6pp | 46.48%-29.8pp | 31.71%-15.1pp |
| Employer contribution / active EE | $8,025 | $2,691+198.2% | $3,660+119.3% | $2,471+224.7% |
| Participant deferral / active EE | $8,282 | $3,282+152.4% | $4,371+89.5% | $3,741+121.4% |
| Admin fee / account holder | $9,779 | $4,401+122.2% | $5,948+64.4% | $5,306+84.3% |