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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 | $124,407 | $81,276+53.1% | $155,574-20.0% | $80,925+53.7% |
| Participation rate | 97.9% | 66.2%+31.7pp | 78.2%+19.7pp | 67.7%+30.3pp |
| Annual return | 13.99% | 33.36%-19.4pp | 64.87%-50.9pp | 35.65%-21.7pp |
| Employer contribution / active EE | $9,181 | $3,103+195.9% | $4,676+96.4% | $2,756+233.1% |
| Participant deferral / active EE | $3,925 | $3,453+13.7% | $5,629-30.3% | $4,299-8.7% |
| Admin fee / account holder | $9,437 | $7,993+18.1% | $15,914-40.7% | $6,940+36.0% |