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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 | $128,318 | $77,523+65.5% | $100,383+27.8% | $80,874+58.7% |
| Participation rate | 94.6% | 77.0%+17.7pp | 81.5%+13.1pp | 67.6%+27.0pp |
| Annual return | 14.86% | 37.21%-22.3pp | 49.26%-34.4pp | 35.62%-20.8pp |
| Employer contribution / active EE | $11,338 | $2,801+304.7% | $3,944+187.5% | $2,756+311.4% |
| Participant deferral / active EE | $8,711 | $6,822+27.7% | $8,086+7.7% | $4,297+102.7% |
| Admin fee / account holder | $5,588 | $5,899-5.3% | $7,900-29.3% | $6,935-19.4% |