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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 | $131,966 | $97,648+35.1% | $121,663+8.5% | $87,485+50.8% |
| Participation rate | 95.0% | 70.5%+24.5pp | 74.5%+20.5pp | 68.9%+26.1pp |
| Annual return | 17.87% | 18.03%-0.2pp | 147.54%-129.7pp | 26.06%-8.2pp |
| Employer contribution / active EE | $6,056 | $2,300+163.3% | $3,020+100.5% | $2,596+133.3% |
| Participant deferral / active EE | $5,941 | $3,923+51.4% | $4,887+21.6% | $4,274+39.0% |
| Admin fee / account holder | $12,505 | $11,100+12.7% | $14,289-12.5% | $7,775+60.8% |