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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 | $128,859 | $72,114+78.7% | $108,745+18.5% | $62,881+104.9% |
| Participation rate | 98.3% | 74.6%+23.7pp | 77.7%+20.6pp | 69.3%+29.0pp |
| Annual return | 6.47% | 13.41%-6.9pp | 46.22%-39.8pp | 20.14%-13.7pp |
| Employer contribution / active EE | $10,437 | $2,694+287.5% | $3,323+214.1% | $2,281+357.6% |
| Participant deferral / active EE | $12,009 | $4,044+196.9% | $5,121+134.5% | $3,203+274.9% |
| Admin fee / account holder | $10,686 | $4,608+131.9% | $6,144+73.9% | $4,296+148.8% |