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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 | $81,233+49.0% | $155,567-22.2% | $80,874+49.7% |
| Participation rate | 94.1% | 66.2%+27.9pp | 78.2%+15.9pp | 67.6%+26.5pp |
| Annual return | 14.17% | 33.33%-19.2pp | 64.74%-50.6pp | 35.62%-21.4pp |
| Employer contribution / active EE | $5,053 | $3,101+63.0% | $4,674+8.1% | $2,756+83.4% |
| Participant deferral / active EE | $5,908 | $3,452+71.1% | $5,628+5.0% | $4,297+37.5% |
| Admin fee / account holder | $29,949 | $7,998+274.5% | $15,916+88.2% | $6,935+331.8% |