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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 | $138,881 | $52,306+165.5% | $69,779+99.0% | $62,881+120.9% |
| Participation rate | 86.7% | 67.2%+19.4pp | 71.8%+14.8pp | 69.3%+17.4pp |
| Annual return | 4.96% | 13.35%-8.4pp | 12.99%-8.0pp | 20.14%-15.2pp |
| Employer contribution / active EE | $3,681 | $1,799+104.6% | $2,338+57.4% | $2,281+61.4% |
| Participant deferral / active EE | $6,737 | $2,395+181.3% | $2,931+129.9% | $3,203+110.3% |
| Admin fee / account holder | $17,750 | $3,691+380.9% | $4,381+305.2% | $4,296+313.2% |