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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 | $103,960 | $91,198+14.0% | $178,503-41.8% | $79,856+30.2% |
| Participation rate | 94.7% | 69.2%+25.5pp | 81.9%+12.8pp | 69.6%+25.1pp |
| Annual return | 11.13% | 24.20%-13.1pp | 151.12%-140.0pp | 31.71%-20.6pp |
| Employer contribution / active EE | $4,216 | $3,257+29.4% | $5,011-15.9% | $2,471+70.6% |
| Participant deferral / active EE | $3,840 | $3,237+18.7% | $5,202-26.2% | $3,741+2.7% |
| Admin fee / account holder | $23,066 | $6,748+241.8% | $13,987+64.9% | $5,306+334.7% |