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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 | $127,834 | $81,457+56.9% | $103,378+23.7% | $80,911+58.0% |
| Participation rate | 93.8% | 66.8%+26.9pp | 74.5%+19.2pp | 67.6%+26.1pp |
| Annual return | 12.93% | 25.58%-12.6pp | 24.91%-12.0pp | 35.63%-22.7pp |
| Employer contribution / active EE | $7,031 | $3,107+126.3% | $3,870+81.7% | $2,756+155.1% |
| Participant deferral / active EE | $4,605 | $3,871+19.0% | $5,058-9.0% | $4,297+7.2% |
| Admin fee / account holder | $37,170 | $6,717+453.4% | $8,401+342.4% | $6,935+436.0% |