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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 | $87,059+15.0% | $105,608-5.2% | $80,925+23.8% |
| Participation rate | 85.4% | 70.4%+14.9pp | 75.3%+10.1pp | 67.7%+17.7pp |
| Annual return | 11.11% | 17.05%-5.9pp | 116.50%-105.4pp | 35.65%-24.5pp |
| Employer contribution / active EE | $3,744 | $2,396+56.2% | $3,167+18.2% | $2,756+35.8% |
| Participant deferral / active EE | $5,616 | $3,986+40.9% | $5,010+12.1% | $4,299+30.6% |
| Admin fee / account holder | $28,199 | $8,443+234.0% | $11,028+155.7% | $6,940+306.3% |