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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 | $121,046 | $81,276+48.9% | $155,574-22.2% | $80,925+49.6% |
| Participation rate | 94.1% | 66.2%+27.9pp | 78.2%+15.9pp | 67.7%+26.5pp |
| Annual return | 14.17% | 33.36%-19.2pp | 64.87%-50.7pp | 35.65%-21.5pp |
| Employer contribution / active EE | $5,053 | $3,103+62.9% | $4,676+8.1% | $2,756+83.3% |
| Participant deferral / active EE | $5,908 | $3,453+71.1% | $5,629+4.9% | $4,299+37.4% |
| Admin fee / account holder | $29,949 | $7,993+274.7% | $15,914+88.2% | $6,940+331.5% |