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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 | $81,476+28.9% | $102,383+2.6% | $80,925+29.8% |
| Participation rate | 90.7% | 66.8%+23.9pp | 74.5%+16.2pp | 67.7%+23.0pp |
| Annual return | 12.47% | 25.59%-13.1pp | 24.94%-12.5pp | 35.65%-23.2pp |
| Employer contribution / active EE | $8,822 | $3,105+184.1% | $3,870+127.9% | $2,756+220.1% |
| Participant deferral / active EE | $3,010 | $3,871-22.2% | $5,060-40.5% | $4,299-30.0% |
| Admin fee / account holder | $29,229 | $6,717+335.1% | $8,391+248.3% | $6,940+321.2% |