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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 | $77,460+65.7% | $100,378+27.8% | $80,925+58.6% |
| Participation rate | 94.6% | 76.9%+17.7pp | 81.5%+13.1pp | 67.7%+27.0pp |
| Annual return | 14.86% | 37.24%-22.4pp | 49.41%-34.5pp | 35.65%-20.8pp |
| Employer contribution / active EE | $11,338 | $2,801+304.8% | $3,942+187.6% | $2,756+311.4% |
| Participant deferral / active EE | $8,711 | $6,818+27.8% | $8,087+7.7% | $4,299+102.6% |
| Admin fee / account holder | $5,588 | $5,887-5.1% | $7,899-29.3% | $6,940-19.5% |