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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 | $143,268 | $91,198+57.1% | $178,503-19.7% | $79,856+79.4% |
| Participation rate | 97.9% | 69.2%+28.7pp | 81.9%+16.0pp | 69.6%+28.3pp |
| Annual return | 11.84% | 24.20%-12.4pp | 151.12%-139.3pp | 31.71%-19.9pp |
| Employer contribution / active EE | $5,534 | $3,257+69.9% | $5,011+10.4% | $2,471+123.9% |
| Participant deferral / active EE | $8,841 | $3,237+173.2% | $5,202+69.9% | $3,741+136.3% |
| Admin fee / account holder | $10,782 | $6,748+59.8% | $13,987-22.9% | $5,306+103.2% |