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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 | $130,438 | $48,078+171.3% | $78,676+65.8% | $62,881+107.4% |
| Participation rate | 89.8% | 65.2%+24.6pp | 73.6%+16.2pp | 69.3%+20.5pp |
| Annual return | 7.76% | 31.36%-23.6pp | 62.19%-54.4pp | 20.14%-12.4pp |
| Employer contribution / active EE | $9,668 | $2,015+379.9% | $2,850+239.2% | $2,281+323.8% |
| Participant deferral / active EE | $7,257 | $2,587+180.5% | $3,517+106.4% | $3,203+126.6% |
| Admin fee / account holder | $8,708 | $3,206+171.6% | $4,510+93.1% | $4,296+102.7% |