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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 | $156,501 | $81,331+92.4% | $155,534+0.6% | $80,935+93.4% |
| Participation rate | 90.3% | 66.3%+24.1pp | 78.2%+12.1pp | 67.7%+22.7pp |
| Annual return | 11.34% | 33.37%-22.0pp | 64.92%-53.6pp | 35.66%-24.3pp |
| Employer contribution / active EE | $6,103 | $3,105+96.6% | $4,675+30.5% | $2,757+121.4% |
| Participant deferral / active EE | $5,651 | $3,454+63.6% | $5,630+0.4% | $4,299+31.4% |
| Admin fee / account holder | $34,494 | $7,999+331.2% | $15,900+116.9% | $6,924+398.1% |