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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 | $171,374 | $81,276+110.9% | $155,574+10.2% | $80,925+111.8% |
| Participation rate | 96.9% | 66.2%+30.7pp | 78.2%+18.7pp | 67.7%+29.3pp |
| Annual return | 13.87% | 33.36%-19.5pp | 64.87%-51.0pp | 35.65%-21.8pp |
| Employer contribution / active EE | $6,645 | $3,103+114.2% | $4,676+42.1% | $2,756+141.1% |
| Participant deferral / active EE | $5,510 | $3,453+59.6% | $5,629-2.1% | $4,299+28.2% |
| Admin fee / account holder | $53,873 | $7,993+574.0% | $15,914+238.5% | $6,940+676.3% |