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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 | $130,545 | $61,125+113.6% | $94,057+38.8% | $87,485+49.2% |
| Participation rate | 92.5% | 64.1%+28.4pp | 73.3%+19.2pp | 68.9%+23.6pp |
| Annual return | 16.89% | 35.20%-18.3pp | 480.62%-463.7pp | 26.06%-9.2pp |
| Employer contribution / active EE | $10,762 | $2,136+403.7% | $2,933+266.9% | $2,596+314.5% |
| Participant deferral / active EE | $7,229 | $3,260+121.7% | $4,709+53.5% | $4,274+69.2% |
| Admin fee / account holder | $17,693 | $5,629+214.3% | $7,244+144.2% | $7,775+127.6% |