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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 | $101,937 | $77,901+30.9% | $149,717-31.9% | $75,181+35.6% |
| Participation rate | 85.7% | 65.6%+20.1pp | 78.8%+6.9pp | 67.2%+18.5pp |
| Annual return | 17.06% | 31.73%-14.7pp | 134.41%-117.4pp | 160.69%-143.6pp |
| Employer contribution / active EE | $6,333 | $3,137+101.8% | $4,820+31.4% | $2,671+137.1% |
| Participant deferral / active EE | $4,930 | $3,411+44.5% | $5,682-13.2% | $4,126+19.5% |
| Admin fee / account holder | $9,124 | $5,949+53.4% | $13,213-30.9% | $5,650+61.5% |