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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 | $147,356 | $123,793+19.0% | $177,848-17.1% | $79,856+84.5% |
| Participation rate | 89.8% | 84.7%+5.1pp | 87.7%+2.1pp | 69.6%+20.2pp |
| Annual return | 17.40% | 22.82%-5.4pp | 48.33%-30.9pp | 31.71%-14.3pp |
| Employer contribution / active EE | $11,111 | $4,095+171.3% | $5,919+87.7% | $2,471+349.6% |
| Participant deferral / active EE | $8,385 | $5,956+40.8% | $7,714+8.7% | $3,741+124.2% |
| Admin fee / account holder | $20,964 | $7,243+189.5% | $12,431+68.6% | $5,306+295.1% |