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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 | $131,635 | $73,787+78.4% | $98,716+33.3% | $82,448+59.7% |
| Participation rate | 94.1% | 61.4%+32.7pp | 69.3%+24.8pp | 68.1%+26.0pp |
| Annual return | 16.96% | 18.57%-1.6pp | 31.81%-14.8pp | 41.64%-24.7pp |
| Employer contribution / active EE | $9,229 | $1,511+510.7% | $2,279+305.1% | $2,551+261.8% |
| Participant deferral / active EE | $7,225 | $3,081+134.5% | $4,048+78.5% | $4,139+74.6% |
| Admin fee / account holder | $24,518 | $6,500+277.2% | $8,703+181.7% | $7,234+238.9% |