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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 | $133,199 | $72,486+83.8% | $87,103+52.9% | $72,976+82.5% |
| Participation rate | 93.5% | 72.8%+20.7pp | 76.9%+16.6pp | 69.5%+24.0pp |
| Annual return | 24.04% | 24.46%-0.4pp | 28.19%-4.1pp | 81.02%-57.0pp |
| Employer contribution / active EE | $3,015 | $1,894+59.2% | $2,521+19.6% | $2,440+23.6% |
| Participant deferral / active EE | $8,343 | $3,270+155.2% | $4,049+106.1% | $3,608+131.2% |
| Admin fee / account holder | $18,924 | $5,055+274.4% | $7,491+152.6% | $5,124+269.3% |