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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 | $133,051 | $72,273+84.1% | $101,275+31.4% | $79,856+66.6% |
| Participation rate | 94.0% | 68.5%+25.5pp | 75.8%+18.2pp | 69.6%+24.4pp |
| Annual return | 17.18% | 22.30%-5.1pp | 46.48%-29.3pp | 31.71%-14.5pp |
| Employer contribution / active EE | $15,257 | $2,691+466.9% | $3,660+316.8% | $2,471+517.4% |
| Participant deferral / active EE | $5,613 | $3,282+71.1% | $4,371+28.4% | $3,741+50.1% |
| Admin fee / account holder | $13,657 | $4,401+210.3% | $5,948+129.6% | $5,306+157.4% |