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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 | $108,164 | $68,573+57.7% | $120,368-10.1% | $80,874+33.7% |
| Participation rate | 90.6% | 61.6%+29.0pp | 71.9%+18.7pp | 67.6%+22.9pp |
| Annual return | 12.39% | 23.61%-11.2pp | 107.26%-94.9pp | 35.62%-23.2pp |
| Employer contribution / active EE | $4,163 | $2,052+102.9% | $3,465+20.2% | $2,756+51.1% |
| Participant deferral / active EE | $5,283 | $3,174+66.5% | $4,991+5.8% | $4,297+23.0% |
| Admin fee / account holder | $10,692 | $5,734+86.5% | $9,429+13.4% | $6,935+54.2% |