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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 | $150,934 | $61,125+146.9% | $94,057+60.5% | $87,485+72.5% |
| Participation rate | 97.1% | 64.1%+33.1pp | 73.3%+23.8pp | 68.9%+28.2pp |
| Annual return | 12.72% | 35.20%-22.5pp | 480.62%-467.9pp | 26.06%-13.3pp |
| Employer contribution / active EE | $8,052 | $2,136+276.9% | $2,933+174.5% | $2,596+210.1% |
| Participant deferral / active EE | $4,172 | $3,260+28.0% | $4,709-11.4% | $4,274-2.4% |
| Admin fee / account holder | $5,095 | $5,629-9.5% | $7,244-29.7% | $7,775-34.5% |