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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 | $95,439 | $91,179+4.7% | $178,499-46.5% | $79,852+19.5% |
| Participation rate | 88.7% | 69.2%+19.5pp | 81.9%+6.7pp | 69.6%+19.0pp |
| Annual return | 15.18% | 24.19%-9.0pp | 151.10%-135.9pp | 31.72%-16.5pp |
| Employer contribution / active EE | $6,773 | $3,256+108.0% | $5,011+35.2% | $2,471+174.1% |
| Participant deferral / active EE | $5,190 | $3,236+60.4% | $5,202-0.2% | $3,740+38.7% |
| Admin fee / account holder | $6,967 | $6,749+3.2% | $13,986-50.2% | $5,306+31.3% |