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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 | $127,692 | $81,358+57.0% | $155,556-17.9% | $80,959+57.7% |
| Participation rate | 97.1% | 66.3%+30.9pp | 78.2%+18.9pp | 67.7%+29.5pp |
| Annual return | 13.41% | 33.39%-20.0pp | 64.84%-51.4pp | 35.67%-22.3pp |
| Employer contribution / active EE | $11,149 | $3,106+258.9% | $4,675+138.5% | $2,757+304.4% |
| Participant deferral / active EE | $4,628 | $3,455+33.9% | $5,631-17.8% | $4,300+7.6% |
| Admin fee / account holder | $568 | $7,994-92.9% | $15,885-96.4% | $6,925-91.8% |