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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 | $97,570 | $65,364+49.3% | $92,909+5.0% | $72,975+33.7% |
| Participation rate | 94.7% | 68.3%+26.4pp | 76.0%+18.7pp | 69.5%+25.2pp |
| Annual return | 25.08% | 42.11%-17.0pp | 109.44%-84.4pp | 81.01%-55.9pp |
| Employer contribution / active EE | $9,154 | $2,594+252.9% | $3,653+150.6% | $2,440+275.2% |
| Participant deferral / active EE | $6,475 | $3,128+107.0% | $4,238+52.8% | $3,608+79.5% |
| Admin fee / account holder | $14,055 | $4,251+230.6% | $5,795+142.5% | $5,124+174.3% |