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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 | $94,646 | $76,551+23.6% | $123,894-23.6% | $62,881+50.5% |
| Participation rate | 93.5% | 73.0%+20.6pp | 81.4%+12.1pp | 69.3%+24.2pp |
| Annual return | 6.69% | 18.68%-12.0pp | 47.52%-40.8pp | 20.14%-13.5pp |
| Employer contribution / active EE | $4,011 | $2,882+39.2% | $4,617-13.1% | $2,281+75.9% |
| Participant deferral / active EE | $8,769 | $4,840+81.2% | $5,984+46.5% | $3,203+173.8% |
| Admin fee / account holder | $55,348 | $4,826+1046.9% | $8,357+562.3% | $4,296+1188.4% |