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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 | $105,018 | $81,446+28.9% | $103,374+1.6% | $80,874+29.9% |
| Participation rate | 90.7% | 66.9%+23.8pp | 74.5%+16.2pp | 67.6%+23.1pp |
| Annual return | 12.47% | 25.57%-13.1pp | 24.89%-12.4pp | 35.62%-23.1pp |
| Employer contribution / active EE | $8,822 | $3,107+183.9% | $3,869+128.0% | $2,756+220.1% |
| Participant deferral / active EE | $3,010 | $3,870-22.2% | $5,058-40.5% | $4,297-30.0% |
| Admin fee / account holder | $29,229 | $6,715+335.3% | $8,394+248.2% | $6,935+321.5% |