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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 | $152,117 | $65,367+132.7% | $92,915+63.7% | $72,976+108.4% |
| Participation rate | 94.6% | 68.3%+26.3pp | 76.0%+18.6pp | 69.5%+25.1pp |
| Annual return | 22.25% | 42.11%-19.9pp | 109.45%-87.2pp | 81.02%-58.8pp |
| Employer contribution / active EE | $6,837 | $2,594+163.6% | $3,653+87.1% | $2,440+180.2% |
| Participant deferral / active EE | $9,842 | $3,128+214.6% | $4,238+132.2% | $3,608+172.8% |
| Admin fee / account holder | $1,281 | $4,251-69.9% | $5,796-77.9% | $5,124-75.0% |