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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 | $126,792 | $81,233+56.1% | $155,567-18.5% | $80,874+56.8% |
| Participation rate | 98.6% | 66.2%+32.4pp | 78.2%+20.4pp | 67.6%+31.0pp |
| Annual return | 15.33% | 33.33%-18.0pp | 64.74%-49.4pp | 35.62%-20.3pp |
| Employer contribution / active EE | $6,427 | $3,101+107.3% | $4,674+37.5% | $2,756+133.2% |
| Participant deferral / active EE | $5,844 | $3,452+69.3% | $5,628+3.9% | $4,297+36.0% |
| Admin fee / account holder | $27,231 | $7,998+240.5% | $15,916+71.1% | $6,935+292.6% |