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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 | $159,144 | $81,487+95.3% | $102,412+55.4% | $80,935+96.6% |
| Participation rate | 96.1% | 66.8%+29.2pp | 74.5%+21.6pp | 67.7%+28.4pp |
| Annual return | 13.92% | 25.60%-11.7pp | 24.94%-11.0pp | 35.66%-21.7pp |
| Employer contribution / active EE | $13,285 | $3,103+328.1% | $3,870+243.3% | $2,757+381.9% |
| Participant deferral / active EE | $5,643 | $3,871+45.8% | $5,060+11.5% | $4,299+31.2% |
| Admin fee / account holder | $5,460 | $6,717-18.7% | $8,388-34.9% | $6,924-21.2% |