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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 | $106,729 | $77,814+37.2% | $158,223-32.5% | $86,983+22.7% |
| Participation rate | 94.6% | 68.4%+26.2pp | 79.2%+15.4pp | 69.5%+25.1pp |
| Annual return | 22.19% | 30.54%-8.3pp | 52.09%-29.9pp | 25.83%-3.6pp |
| Employer contribution / active EE | $5,006 | $2,592+93.1% | $4,109+21.8% | $2,584+93.7% |
| Participant deferral / active EE | $17,276 | $3,270+428.4% | $5,467+216.0% | $4,194+312.0% |
| Admin fee / account holder | $32,263 | $5,879+448.8% | $16,047+101.1% | $7,856+310.7% |