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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 | $125,166 | $81,358+53.8% | $155,556-19.5% | $80,959+54.6% |
| Participation rate | 88.4% | 66.3%+22.1pp | 78.2%+10.1pp | 67.7%+20.7pp |
| Annual return | 13.27% | 33.39%-20.1pp | 64.84%-51.6pp | 35.67%-22.4pp |
| Employer contribution / active EE | $9,310 | $3,106+199.7% | $4,675+99.1% | $2,757+237.7% |
| Participant deferral / active EE | $6,874 | $3,455+98.9% | $5,631+22.1% | $4,300+59.9% |
| Admin fee / account holder | $7,933 | $7,994-0.8% | $15,885-50.1% | $6,925+14.5% |