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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 | $123,201 | $56,054+119.8% | $171,082-28.0% | $62,881+95.9% |
| Participation rate | 96.2% | 62.9%+33.4pp | 76.7%+19.5pp | 69.3%+26.9pp |
| Annual return | 15.99% | 22.52%-6.5pp | 32.56%-16.6pp | 20.14%-4.2pp |
| Employer contribution / active EE | $6,338 | $1,731+266.1% | $4,002+58.4% | $2,281+177.9% |
| Participant deferral / active EE | $12,188 | $3,158+285.9% | $4,797+154.0% | $3,203+280.5% |
| Admin fee / account holder | $3,952 | $3,647+8.4% | $8,520-53.6% | $4,296-8.0% |