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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 | $127,628 | $77,920+63.8% | $149,723-14.8% | $75,177+69.8% |
| Participation rate | 96.0% | 65.6%+30.4pp | 78.8%+17.2pp | 67.2%+28.8pp |
| Annual return | 13.81% | 31.72%-17.9pp | 134.50%-120.7pp | 160.75%-146.9pp |
| Employer contribution / active EE | $7,236 | $3,138+130.6% | $4,821+50.1% | $2,671+170.9% |
| Participant deferral / active EE | $6,453 | $3,411+89.1% | $5,682+13.6% | $4,126+56.4% |
| Admin fee / account holder | $4,793 | $5,951-19.5% | $13,215-63.7% | $5,651-15.2% |