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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 | $149,570 | $75,541+98.0% | $152,093-1.7% | $82,637+81.0% |
| Participation rate | 89.3% | 66.5%+22.7pp | 77.8%+11.5pp | 68.1%+21.2pp |
| Annual return | 15.39% | 32.56%-17.2pp | 66.36%-51.0pp | 53.51%-38.1pp |
| Employer contribution / active EE | $6,918 | $2,622+163.8% | $4,175+65.7% | $2,552+171.1% |
| Participant deferral / active EE | $5,388 | $3,206+68.1% | $5,451-1.2% | $4,126+30.6% |
| Admin fee / account holder | $112,519 | $6,405+1656.8% | $14,497+676.2% | $7,339+1433.2% |