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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 | $119,068 | $98,776+20.5% | $149,745-20.5% | $79,856+49.1% |
| Participation rate | 86.8% | 75.8%+11.1pp | 82.5%+4.4pp | 69.6%+17.2pp |
| Annual return | 14.25% | 27.38%-13.1pp | 276.72%-262.5pp | 31.71%-17.5pp |
| Employer contribution / active EE | $5,611 | $3,217+74.4% | $4,646+20.8% | $2,471+127.1% |
| Participant deferral / active EE | $4,247 | $5,681-25.3% | $6,843-37.9% | $3,741+13.5% |
| Admin fee / account holder | $12,970 | $6,053+114.3% | $9,312+39.3% | $5,306+144.4% |