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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 | $81,276+56.0% | $155,574-18.5% | $80,925+56.7% |
| Participation rate | 98.6% | 66.2%+32.4pp | 78.2%+20.4pp | 67.7%+31.0pp |
| Annual return | 15.33% | 33.36%-18.0pp | 64.87%-49.5pp | 35.65%-20.3pp |
| Employer contribution / active EE | $6,427 | $3,103+107.1% | $4,676+37.5% | $2,756+133.2% |
| Participant deferral / active EE | $5,844 | $3,453+69.3% | $5,629+3.8% | $4,299+36.0% |
| Admin fee / account holder | $27,231 | $7,993+240.7% | $15,914+71.1% | $6,940+292.4% |