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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 | $81,358+48.8% | $155,556-22.2% | $80,959+49.5% |
| Participation rate | 94.1% | 66.3%+27.9pp | 78.2%+15.9pp | 67.7%+26.4pp |
| Annual return | 14.17% | 33.39%-19.2pp | 64.84%-50.7pp | 35.67%-21.5pp |
| Employer contribution / active EE | $5,053 | $3,106+62.7% | $4,675+8.1% | $2,757+83.3% |
| Participant deferral / active EE | $5,908 | $3,455+71.0% | $5,631+4.9% | $4,300+37.4% |
| Admin fee / account holder | $29,949 | $7,994+274.7% | $15,885+88.5% | $6,925+332.5% |