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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 | $112,211 | $81,476+37.7% | $102,383+9.6% | $80,925+38.7% |
| Participation rate | 82.4% | 66.8%+15.5pp | 74.5%+7.8pp | 67.7%+14.7pp |
| Annual return | 14.61% | 25.59%-11.0pp | 24.94%-10.3pp | 35.65%-21.0pp |
| Employer contribution / active EE | $6,463 | $3,105+108.2% | $3,870+67.0% | $2,756+134.5% |
| Participant deferral / active EE | $9,488 | $3,871+145.1% | $5,060+87.5% | $4,299+120.7% |
| Admin fee / account holder | $25,603 | $6,717+281.1% | $8,391+205.1% | $6,940+268.9% |