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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 | $64,920+101.1% | $103,693+25.9% | $86,983+50.1% |
| Participation rate | 92.5% | 63.6%+28.9pp | 72.6%+19.9pp | 69.5%+23.0pp |
| Annual return | 16.89% | 30.29%-13.4pp | 47.61%-30.7pp | 25.83%-8.9pp |
| Employer contribution / active EE | $10,762 | $2,141+402.7% | $2,920+268.5% | $2,584+316.4% |
| Participant deferral / active EE | $7,229 | $3,241+123.1% | $4,579+57.9% | $4,194+72.4% |
| Admin fee / account holder | $17,693 | $6,191+185.8% | $7,858+125.2% | $7,856+125.2% |