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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 | $153,305 | $101,752+50.7% | $164,928-7.0% | $80,911+89.5% |
| Participation rate | 87.8% | 71.8%+16.0pp | 78.6%+9.2pp | 67.6%+20.2pp |
| Annual return | 22.39% | 16.73%+5.7pp | 70.08%-47.7pp | 35.63%-13.2pp |
| Employer contribution / active EE | $1,417 | $2,953-52.0% | $4,343-67.4% | $2,756-48.6% |
| Participant deferral / active EE | $7,109 | $4,477+58.8% | $6,034+17.8% | $4,297+65.4% |
| Admin fee / account holder | $39,366 | $8,218+379.0% | $12,684+210.3% | $6,935+467.7% |