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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 | $81,276+54.0% | $155,574-19.5% | $80,925+54.7% |
| Participation rate | 88.4% | 66.2%+22.1pp | 78.2%+10.2pp | 67.7%+20.7pp |
| Annual return | 13.27% | 33.36%-20.1pp | 64.87%-51.6pp | 35.65%-22.4pp |
| Employer contribution / active EE | $9,310 | $3,103+200.0% | $4,676+99.1% | $2,756+237.8% |
| Participant deferral / active EE | $6,874 | $3,453+99.1% | $5,629+22.1% | $4,299+59.9% |
| Admin fee / account holder | $7,933 | $7,993-0.8% | $15,914-50.2% | $6,940+14.3% |