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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 | $104,970 | $67,602+55.3% | $82,312+27.5% | $70,126+49.7% |
| Participation rate | 89.8% | 72.8%+17.0pp | 76.9%+12.9pp | 69.5%+20.3pp |
| Annual return | 16.02% | 21.57%-5.6pp | 25.88%-9.9pp | 73.15%-57.1pp |
| Employer contribution / active EE | $7,344 | $1,755+318.5% | $2,428+202.4% | $2,343+213.5% |
| Participant deferral / active EE | $6,610 | $2,987+121.3% | $3,706+78.3% | $3,332+98.4% |
| Admin fee / account holder | $14,540 | $4,512+222.3% | $5,608+159.3% | $4,645+213.0% |