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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 | $137,521 | $72,273+90.3% | $101,275+35.8% | $79,856+72.2% |
| Participation rate | 92.0% | 68.5%+23.5pp | 75.8%+16.2pp | 69.6%+22.4pp |
| Annual return | 11.47% | 22.30%-10.8pp | 46.48%-35.0pp | 31.71%-20.2pp |
| Employer contribution / active EE | $11,879 | $2,691+341.4% | $3,660+224.5% | $2,471+380.7% |
| Participant deferral / active EE | $2,721 | $3,282-17.1% | $4,371-37.7% | $3,741-27.3% |
| Admin fee / account holder | $5,896 | $4,401+34.0% | $5,948-0.9% | $5,306+11.1% |