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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 | $81,331+110.7% | $155,534+10.2% | $80,935+111.7% |
| Participation rate | 96.9% | 66.3%+30.7pp | 78.2%+18.7pp | 67.7%+29.3pp |
| Annual return | 13.87% | 33.37%-19.5pp | 64.92%-51.0pp | 35.66%-21.8pp |
| Employer contribution / active EE | $6,645 | $3,105+114.0% | $4,675+42.2% | $2,757+141.1% |
| Participant deferral / active EE | $5,510 | $3,454+59.5% | $5,630-2.1% | $4,299+28.1% |
| Admin fee / account holder | $53,873 | $7,999+573.5% | $15,900+238.8% | $6,924+678.0% |