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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 | $142,067 | $59,440+139.0% | $78,004+82.1% | $82,637+71.9% |
| Participation rate | 92.1% | 62.8%+29.3pp | 69.4%+22.7pp | 68.1%+24.1pp |
| Annual return | 15.35% | 40.24%-24.9pp | 31.07%-15.7pp | 53.51%-38.2pp |
| Employer contribution / active EE | $6,308 | $1,750+260.3% | $2,469+155.5% | $2,552+147.1% |
| Participant deferral / active EE | $7,194 | $3,138+129.2% | $4,092+75.8% | $4,126+74.3% |
| Admin fee / account holder | $6,683 | $5,504+21.4% | $7,578-11.8% | $7,339-8.9% |