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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 | $133,377 | $61,125+118.2% | $94,057+41.8% | $87,485+52.5% |
| Participation rate | 90.3% | 64.1%+26.3pp | 73.3%+17.0pp | 68.9%+21.4pp |
| Annual return | 15.69% | 35.20%-19.5pp | 480.62%-464.9pp | 26.06%-10.4pp |
| Employer contribution / active EE | $7,765 | $2,136+263.5% | $2,933+164.7% | $2,596+199.1% |
| Participant deferral / active EE | $3,542 | $3,260+8.7% | $4,709-24.8% | $4,274-17.1% |
| Admin fee / account holder | $6,897 | $5,629+22.5% | $7,244-4.8% | $7,775-11.3% |