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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 | $131,370 | $78,672+67.0% | $109,163+20.3% | $85,856+53.0% |
| Participation rate | 93.8% | 68.3%+25.5pp | 75.9%+17.9pp | 69.3%+24.4pp |
| Annual return | 18.87% | 25.09%-6.2pp | 25.75%-6.9pp | 318.58%-299.7pp |
| Employer contribution / active EE | $768 | $2,734-71.9% | $3,723-79.4% | $2,565-70.1% |
| Participant deferral / active EE | $6,101 | $3,467+76.0% | $4,654+31.1% | $3,952+54.4% |
| Admin fee / account holder | $10,454 | $5,470+91.1% | $6,754+54.8% | $6,261+67.0% |