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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 | $141,946 | $45,343+213.1% | $150,298-5.6% | $67,986+108.8% |
| Participation rate | 87.0% | 51.9%+35.1pp | 77.8%+9.2pp | 57.2%+29.8pp |
| Annual return | 14.15% | 33.28%-19.1pp | 62.79%-48.6pp | 31.67%-17.5pp |
| Employer contribution / active EE | $3,201 | $1,462+119.0% | $4,154-22.9% | $2,019+58.6% |
| Participant deferral / active EE | $5,632 | $2,055+174.1% | $5,453+3.3% | $3,358+67.7% |
| Admin fee / account holder | $6,500 | $2,250+188.9% | $14,116-53.9% | $3,203+102.9% |