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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 | $141,647 | $106,749+32.7% | $145,433-2.6% | $82,448+71.8% |
| Participation rate | 97.0% | 75.6%+21.3pp | 82.1%+14.9pp | 68.1%+28.9pp |
| Annual return | 16.03% | 27.59%-11.6pp | 66.58%-50.5pp | 41.64%-25.6pp |
| Employer contribution / active EE | $5,812 | $3,444+68.7% | $4,554+27.6% | $2,551+127.8% |
| Participant deferral / active EE | $3,943 | $6,519-39.5% | $7,897-50.1% | $4,139-4.7% |
| Admin fee / account holder | $41,295 | $8,390+392.2% | $13,129+214.5% | $7,234+470.8% |