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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 | $97,504 | $83,369+17.0% | $105,223-7.3% | $67,986+43.4% |
| Participation rate | 88.1% | 56.3%+31.8pp | 75.0%+13.1pp | 57.2%+30.9pp |
| Annual return | 17.21% | 24.64%-7.4pp | 180.65%-163.4pp | 31.67%-14.5pp |
| Employer contribution / active EE | $6,144 | $2,541+141.8% | $3,689+66.6% | $2,019+204.4% |
| Participant deferral / active EE | $4,193 | $3,295+27.2% | $5,072-17.3% | $3,358+24.9% |
| Admin fee / account holder | $14,889 | $4,073+265.6% | $8,859+68.1% | $3,203+364.8% |