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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 | $152,072 | $55,684+173.1% | $75,900+100.4% | $72,976+108.4% |
| Participation rate | 96.8% | 61.1%+35.6pp | 69.3%+27.5pp | 69.5%+27.3pp |
| Annual return | 19.15% | 27.60%-8.4pp | 30.73%-11.6pp | 81.02%-61.9pp |
| Employer contribution / active EE | $7,616 | $1,687+351.5% | $2,501+204.5% | $2,440+212.1% |
| Participant deferral / active EE | $5,779 | $2,634+119.4% | $3,604+60.4% | $3,608+60.2% |
| Admin fee / account holder | $22,120 | $3,981+455.6% | $5,421+308.0% | $5,124+331.7% |