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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 | $81,276+70.6% | $155,574-10.9% | $80,925+71.3% |
| Participation rate | 92.9% | 66.2%+26.6pp | 78.2%+14.6pp | 67.7%+25.2pp |
| Annual return | 12.01% | 33.36%-21.3pp | 64.87%-52.9pp | 35.65%-23.6pp |
| Employer contribution / active EE | $11,320 | $3,103+264.8% | $4,676+142.1% | $2,756+310.7% |
| Participant deferral / active EE | $6,509 | $3,453+88.5% | $5,629+15.6% | $4,299+51.4% |
| Admin fee / account holder | $59,567 | $7,993+645.2% | $15,914+274.3% | $6,940+758.3% |