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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 | $125,663 | $81,446+54.3% | $103,374+21.6% | $80,874+55.4% |
| Participation rate | 92.0% | 66.9%+25.1pp | 74.5%+17.5pp | 67.6%+24.4pp |
| Annual return | 15.25% | 25.57%-10.3pp | 24.89%-9.6pp | 35.62%-20.4pp |
| Employer contribution / active EE | $8,131 | $3,107+161.7% | $3,869+110.1% | $2,756+195.1% |
| Participant deferral / active EE | $7,188 | $3,870+85.7% | $5,058+42.1% | $4,297+67.3% |
| Admin fee / account holder | $1,106 | $6,715-83.5% | $8,394-86.8% | $6,935-84.0% |