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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 | $100,159 | $87,132+15.0% | $105,624-5.2% | $80,959+23.7% |
| Participation rate | 85.4% | 70.4%+14.9pp | 75.3%+10.1pp | 67.7%+17.7pp |
| Annual return | 11.11% | 17.03%-5.9pp | 116.20%-105.1pp | 35.67%-24.6pp |
| Employer contribution / active EE | $3,744 | $2,397+56.2% | $3,168+18.2% | $2,757+35.8% |
| Participant deferral / active EE | $5,616 | $3,985+40.9% | $5,013+12.0% | $4,300+30.6% |
| Admin fee / account holder | $28,199 | $8,449+233.8% | $10,961+157.3% | $6,925+307.2% |