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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 | $154,148 | $81,358+89.5% | $155,556-0.9% | $80,959+90.4% |
| Participation rate | 96.0% | 66.3%+29.7pp | 78.2%+17.8pp | 67.7%+28.3pp |
| Annual return | 12.46% | 33.39%-20.9pp | 64.84%-52.4pp | 35.67%-23.2pp |
| Employer contribution / active EE | $4,216 | $3,106+35.7% | $4,675-9.8% | $2,757+52.9% |
| Participant deferral / active EE | $7,074 | $3,455+104.7% | $5,631+25.6% | $4,300+64.5% |
| Admin fee / account holder | $44,330 | $7,994+454.6% | $15,885+179.1% | $6,925+540.1% |