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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 | $101,123 | $77,460+30.5% | $100,378+0.7% | $80,925+25.0% |
| Participation rate | 96.2% | 76.9%+19.2pp | 81.5%+14.6pp | 67.7%+28.5pp |
| Annual return | 12.67% | 37.24%-24.6pp | 49.41%-36.7pp | 35.65%-23.0pp |
| Employer contribution / active EE | $6,058 | $2,801+116.3% | $3,942+53.7% | $2,756+119.8% |
| Participant deferral / active EE | $6,294 | $6,818-7.7% | $8,087-22.2% | $4,299+46.4% |
| Admin fee / account holder | $40,601 | $5,887+589.7% | $7,899+414.0% | $6,940+485.0% |