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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 | $141,174 | $63,365+122.8% | $91,994+53.5% | $72,975+93.5% |
| Participation rate | 97.4% | 72.5%+24.9pp | 78.6%+18.7pp | 69.5%+27.9pp |
| Annual return | 26.11% | 35.35%-9.2pp | 69.04%-42.9pp | 81.01%-54.9pp |
| Employer contribution / active EE | $6,820 | $2,116+222.4% | $3,453+97.5% | $2,440+179.5% |
| Participant deferral / active EE | $11,832 | $4,883+142.3% | $5,924+99.7% | $3,608+228.0% |
| Admin fee / account holder | $34,424 | $4,670+637.2% | $7,744+344.5% | $5,124+571.8% |