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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 | $138,655 | $81,358+70.4% | $155,556-10.9% | $80,959+71.3% |
| Participation rate | 92.9% | 66.3%+26.6pp | 78.2%+14.6pp | 67.7%+25.2pp |
| Annual return | 12.01% | 33.39%-21.4pp | 64.84%-52.8pp | 35.67%-23.7pp |
| Employer contribution / active EE | $11,320 | $3,106+264.4% | $4,675+142.1% | $2,757+310.6% |
| Participant deferral / active EE | $6,509 | $3,455+88.4% | $5,631+15.6% | $4,300+51.4% |
| Admin fee / account holder | $59,567 | $7,994+645.2% | $15,885+275.0% | $6,925+760.1% |