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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 | $137,761 | $71,215+93.4% | $93,696+47.0% | $80,935+70.2% |
| Participation rate | 96.4% | 60.4%+36.0pp | 68.7%+27.7pp | 67.7%+28.8pp |
| Annual return | 18.76% | 11.27%+7.5pp | 133.74%-115.0pp | 35.66%-16.9pp |
| Employer contribution / active EE | $6,341 | $1,565+305.1% | $2,422+161.8% | $2,757+130.0% |
| Participant deferral / active EE | $6,096 | $4,037+51.0% | $4,417+38.0% | $4,299+41.8% |
| Admin fee / account holder | $4,511 | $6,958-35.2% | $8,287-45.6% | $6,924-34.9% |