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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 | $133,052 | $65,378+103.5% | $87,103+52.8% | $65,186+104.1% |
| Participation rate | 77.9% | 75.3%+2.5pp | 76.9%+1.0pp | 70.2%+7.7pp |
| Annual return | 18.44% | 31.28%-12.8pp | 28.19%-9.7pp | 29.39%-10.9pp |
| Employer contribution / active EE | $2,709 | $1,823+48.6% | $2,521+7.4% | $2,177+24.5% |
| Participant deferral / active EE | $6,241 | $3,389+84.2% | $4,049+54.1% | $3,514+77.6% |
| Admin fee / account holder | $7,302 | $520+1304.7% | $7,491-2.5% | $847+761.9% |