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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 | $93,979 | $76,407+23.0% | $150,298-37.5% | $82,448+14.0% |
| Participation rate | 95.5% | 66.4%+29.1pp | 77.8%+17.7pp | 68.1%+27.4pp |
| Annual return | 23.86% | 39.99%-16.1pp | 62.79%-38.9pp | 41.64%-17.8pp |
| Employer contribution / active EE | $5,625 | $2,614+115.2% | $4,154+35.4% | $2,551+120.5% |
| Participant deferral / active EE | $12,822 | $3,214+298.9% | $5,453+135.2% | $4,139+209.8% |
| Admin fee / account holder | $13,326 | $6,352+109.8% | $14,116-5.6% | $7,234+84.2% |