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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 | $136,473 | $106,749+27.8% | $145,433-6.2% | $82,448+65.5% |
| Participation rate | 96.8% | 75.6%+21.1pp | 82.1%+14.7pp | 68.1%+28.7pp |
| Annual return | 17.89% | 27.59%-9.7pp | 66.58%-48.7pp | 41.64%-23.8pp |
| Employer contribution / active EE | $7,579 | $3,444+120.0% | $4,554+66.4% | $2,551+197.1% |
| Participant deferral / active EE | $5,645 | $6,519-13.4% | $7,897-28.5% | $4,139+36.4% |
| Admin fee / account holder | $4,449 | $8,390-47.0% | $13,129-66.1% | $7,234-38.5% |