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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 | $139,875 | $73,988+89.1% | $96,538+44.9% | $75,177+86.1% |
| Participation rate | 93.0% | 66.4%+26.6pp | 74.3%+18.7pp | 67.2%+25.8pp |
| Annual return | 17.12% | 26.73%-9.6pp | 35.74%-18.6pp | 160.75%-143.6pp |
| Employer contribution / active EE | $13,540 | $2,930+362.1% | $3,740+262.0% | $2,671+406.9% |
| Participant deferral / active EE | $4,242 | $3,660+15.9% | $4,880-13.1% | $4,126+2.8% |
| Admin fee / account holder | $7,097 | $5,220+36.0% | $6,737+5.3% | $5,651+25.6% |