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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 | $98,317 | $72,273+36.0% | $101,275-2.9% | $79,856+23.1% |
| Participation rate | 87.9% | 68.5%+19.4pp | 75.8%+12.1pp | 69.6%+18.2pp |
| Annual return | 11.95% | 22.30%-10.3pp | 46.48%-34.5pp | 31.71%-19.8pp |
| Employer contribution / active EE | $4,525 | $2,691+68.2% | $3,660+23.6% | $2,471+83.1% |
| Participant deferral / active EE | $4,937 | $3,282+50.4% | $4,371+12.9% | $3,741+32.0% |
| Admin fee / account holder | $19,848 | $4,401+351.0% | $5,948+233.7% | $5,306+274.0% |