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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 | $106,524+33.0% | $152,301-7.0% | $87,485+61.9% |
| Participation rate | 97.0% | 75.8%+21.2pp | 82.4%+14.5pp | 68.9%+28.0pp |
| Annual return | 16.03% | 26.89%-10.9pp | 80.50%-64.5pp | 26.06%-10.0pp |
| Employer contribution / active EE | $5,812 | $3,371+72.4% | $4,624+25.7% | $2,596+123.9% |
| Participant deferral / active EE | $3,943 | $6,525-39.6% | $8,004-50.7% | $4,274-7.7% |
| Admin fee / account holder | $41,295 | $8,287+398.3% | $14,398+186.8% | $7,775+431.1% |