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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 | $132,119 | $49,249+168.3% | $70,476+87.5% | $79,852+65.5% |
| Participation rate | 85.7% | 69.2%+16.6pp | 75.1%+10.7pp | 69.6%+16.1pp |
| Annual return | 14.52% | 30.09%-15.6pp | 109.12%-94.6pp | 31.72%-17.2pp |
| Employer contribution / active EE | $6,530 | $2,100+210.9% | $2,738+138.5% | $2,471+164.3% |
| Participant deferral / active EE | $8,228 | $2,769+197.1% | $3,710+121.8% | $3,740+120.0% |
| Admin fee / account holder | $3,606 | $2,878+25.3% | $3,847-6.3% | $5,306-32.1% |