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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 | $121,297 | $91,198+33.0% | $178,503-32.0% | $79,856+51.9% |
| Participation rate | 97.1% | 69.2%+27.8pp | 81.9%+15.1pp | 69.6%+27.4pp |
| Annual return | 12.12% | 24.20%-12.1pp | 151.12%-139.0pp | 31.71%-19.6pp |
| Employer contribution / active EE | $5,945 | $3,257+82.5% | $5,011+18.6% | $2,471+140.6% |
| Participant deferral / active EE | $5,376 | $3,237+66.1% | $5,202+3.3% | $3,741+43.7% |
| Admin fee / account holder | $24,764 | $6,748+267.0% | $13,987+77.0% | $5,306+366.7% |