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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 | $81,476+56.9% | $102,383+24.9% | $80,925+58.0% |
| Participation rate | 93.8% | 66.8%+26.9pp | 74.5%+19.2pp | 67.7%+26.1pp |
| Annual return | 12.93% | 25.59%-12.7pp | 24.94%-12.0pp | 35.65%-22.7pp |
| Employer contribution / active EE | $7,031 | $3,105+126.5% | $3,870+81.7% | $2,756+155.1% |
| Participant deferral / active EE | $4,605 | $3,871+19.0% | $5,060-9.0% | $4,299+7.1% |
| Admin fee / account holder | $37,170 | $6,717+453.3% | $8,391+343.0% | $6,940+435.6% |