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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 | $143,402 | $87,733+63.5% | $106,555+34.6% | $85,847+67.0% |
| Participation rate | 86.4% | 71.9%+14.5pp | 76.1%+10.3pp | 69.3%+17.1pp |
| Annual return | 11.42% | 21.86%-10.4pp | 26.80%-15.4pp | 318.61%-307.2pp |
| Employer contribution / active EE | $3,634 | $2,073+75.3% | $2,819+28.9% | $2,565+41.6% |
| Participant deferral / active EE | $6,405 | $3,469+84.6% | $4,399+45.6% | $3,952+62.1% |
| Admin fee / account holder | $25,504 | $6,767+276.9% | $7,408+244.3% | $6,261+307.4% |