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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 | $81,358+55.8% | $155,556-18.5% | $80,959+56.6% |
| Participation rate | 98.6% | 66.3%+32.3pp | 78.2%+20.4pp | 67.7%+30.9pp |
| Annual return | 15.33% | 33.39%-18.1pp | 64.84%-49.5pp | 35.67%-20.3pp |
| Employer contribution / active EE | $6,427 | $3,106+106.9% | $4,675+37.5% | $2,757+133.1% |
| Participant deferral / active EE | $5,844 | $3,455+69.1% | $5,631+3.8% | $4,300+35.9% |
| Admin fee / account holder | $27,231 | $7,994+240.7% | $15,885+71.4% | $6,925+293.2% |