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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 | $75,541+41.3% | $152,093-29.8% | $82,637+29.2% |
| Participation rate | 94.6% | 66.5%+28.1pp | 77.8%+16.8pp | 68.1%+26.5pp |
| Annual return | 22.19% | 32.56%-10.4pp | 66.36%-44.2pp | 53.51%-31.3pp |
| Employer contribution / active EE | $5,006 | $2,622+90.9% | $4,175+19.9% | $2,552+96.2% |
| Participant deferral / active EE | $17,276 | $3,206+438.9% | $5,451+216.9% | $4,126+318.7% |
| Admin fee / account holder | $32,263 | $6,405+403.7% | $14,497+122.6% | $7,339+339.6% |