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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 | $77,523+30.4% | $100,383+0.7% | $80,874+25.0% |
| Participation rate | 96.2% | 77.0%+19.2pp | 81.5%+14.7pp | 67.6%+28.5pp |
| Annual return | 12.67% | 37.21%-24.5pp | 49.26%-36.6pp | 35.62%-22.9pp |
| Employer contribution / active EE | $6,058 | $2,801+116.3% | $3,944+53.6% | $2,756+119.8% |
| Participant deferral / active EE | $6,294 | $6,822-7.7% | $8,086-22.2% | $4,297+46.5% |
| Admin fee / account holder | $40,601 | $5,899+588.3% | $7,900+413.9% | $6,935+485.4% |