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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 | $128,587 | $101,752+26.4% | $164,928-22.0% | $80,911+58.9% |
| Participation rate | 92.9% | 71.8%+21.0pp | 78.6%+14.2pp | 67.6%+25.2pp |
| Annual return | 12.90% | 16.73%-3.8pp | 70.08%-57.2pp | 35.63%-22.7pp |
| Employer contribution / active EE | $7,395 | $2,953+150.4% | $4,343+70.3% | $2,756+168.3% |
| Participant deferral / active EE | $2,910 | $4,477-35.0% | $6,034-51.8% | $4,297-32.3% |
| Admin fee / account holder | $12,215 | $8,218+48.6% | $12,684-3.7% | $6,935+76.1% |