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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 | $137,624 | $87,733+56.9% | $106,554+29.2% | $85,851+60.3% |
| Participation rate | 96.0% | 71.9%+24.1pp | 76.1%+19.9pp | 69.3%+26.7pp |
| Annual return | 11.39% | 21.86%-10.5pp | 26.80%-15.4pp | 318.63%-307.2pp |
| Employer contribution / active EE | $3,352 | $2,073+61.7% | $2,819+18.9% | $2,565+30.7% |
| Participant deferral / active EE | $7,486 | $3,469+115.8% | $4,398+70.2% | $3,952+89.4% |
| Admin fee / account holder | $79,888 | $6,767+1080.5% | $7,408+978.4% | $6,261+1176.0% |