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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 | $128,718 | $98,776+30.3% | $149,745-14.0% | $79,856+61.2% |
| Participation rate | 96.8% | 75.8%+21.0pp | 82.5%+14.3pp | 69.6%+27.1pp |
| Annual return | 14.28% | 27.38%-13.1pp | 276.72%-262.4pp | 31.71%-17.4pp |
| Employer contribution / active EE | $7,581 | $3,217+135.6% | $4,646+63.2% | $2,471+206.8% |
| Participant deferral / active EE | $9,590 | $5,681+68.8% | $6,843+40.1% | $3,741+156.4% |
| Admin fee / account holder | $23,047 | $6,053+280.8% | $9,312+147.5% | $5,306+334.3% |