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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 | $131,883 | $79,449+66.0% | $189,575-30.4% | $85,847+53.6% |
| Participation rate | 98.2% | 66.0%+32.2pp | 78.4%+19.8pp | 69.3%+28.9pp |
| Annual return | 15.69% | 18.45%-2.8pp | 64.19%-48.5pp | 318.61%-302.9pp |
| Employer contribution / active EE | $7,113 | $2,081+241.8% | $4,412+61.2% | $2,565+177.3% |
| Participant deferral / active EE | $6,120 | $4,051+51.1% | $6,174-0.9% | $3,952+54.9% |
| Admin fee / account holder | $21,165 | $5,377+293.6% | $9,806+115.8% | $6,261+238.1% |