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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 | $138,364 | $46,599+196.9% | $64,101+115.9% | $75,173+84.1% |
| Participation rate | 93.2% | 65.9%+27.3pp | 72.3%+20.9pp | 67.2%+26.0pp |
| Annual return | 18.84% | 26.06%-7.2pp | 33.72%-14.9pp | 160.72%-141.9pp |
| Employer contribution / active EE | $3,331 | $1,975+68.6% | $2,749+21.2% | $2,671+24.7% |
| Participant deferral / active EE | $8,970 | $2,837+216.2% | $3,881+131.1% | $4,126+117.4% |
| Admin fee / account holder | $7,709 | $2,956+160.8% | $3,070+151.1% | $5,651+36.4% |