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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 | $129,842 | $43,075+201.4% | $74,577+74.1% | $62,881+106.5% |
| Participation rate | 75.9% | 58.1%+17.9pp | 68.1%+7.8pp | 69.3%+6.6pp |
| Annual return | 39.85% | 17.50%+22.3pp | 20.47%+19.4pp | 20.14%+19.7pp |
| Employer contribution / active EE | $11,095 | $1,498+640.8% | $2,525+339.4% | $2,281+386.4% |
| Participant deferral / active EE | $8,317 | $2,389+248.1% | $3,458+140.5% | $3,203+159.7% |
| Admin fee / account holder | $9,426 | $2,840+231.9% | $4,138+127.8% | $4,296+119.4% |