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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 | $121,440 | $47,848+153.8% | $81,473+49.1% | $70,126+73.2% |
| Participation rate | 85.4% | 58.3%+27.1pp | 68.0%+17.4pp | 69.5%+15.8pp |
| Annual return | 15.16% | 27.25%-12.1pp | 38.78%-23.6pp | 73.15%-58.0pp |
| Employer contribution / active EE | $3,732 | $1,527+144.4% | $2,568+45.3% | $2,343+59.3% |
| Participant deferral / active EE | $6,559 | $2,453+167.4% | $3,537+85.4% | $3,332+96.8% |
| Admin fee / account holder | $7,412 | $3,145+135.7% | $4,561+62.5% | $4,645+59.6% |