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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 | $136,881 | $54,541+151.0% | $78,778+73.8% | $70,126+95.2% |
| Participation rate | 94.7% | 60.8%+33.9pp | 69.2%+25.5pp | 69.5%+25.2pp |
| Annual return | 12.98% | 21.07%-8.1pp | 35.62%-22.6pp | 73.15%-60.2pp |
| Employer contribution / active EE | $3,649 | $1,089+235.2% | $1,986+83.7% | $2,343+55.8% |
| Participant deferral / active EE | $2,055 | $2,210-7.0% | $2,958-30.5% | $3,332-38.3% |
| Admin fee / account holder | $20,930 | $3,709+464.4% | $5,134+307.7% | $4,645+350.6% |