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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 | $130,426 | $58,627+122.5% | $76,735+70.0% | $82,448+58.2% |
| Participation rate | 88.5% | 63.2%+25.2pp | 69.5%+19.0pp | 68.1%+20.4pp |
| Annual return | 13.52% | 39.10%-25.6pp | 29.77%-16.3pp | 41.64%-28.1pp |
| Employer contribution / active EE | $6,503 | $1,729+276.1% | $2,454+165.0% | $2,551+154.9% |
| Participant deferral / active EE | $5,908 | $3,134+88.6% | $4,088+44.5% | $4,139+42.7% |
| Admin fee / account holder | $3,461 | $5,323-35.0% | $7,189-51.9% | $7,234-52.2% |