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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 | $131,542 | $98,463+33.6% | $119,258+10.3% | $85,847+53.2% |
| Participation rate | 94.6% | 77.6%+17.0pp | 82.7%+11.9pp | 69.3%+25.3pp |
| Annual return | 12.73% | 38.53%-25.8pp | 30.69%-18.0pp | 318.61%-305.9pp |
| Employer contribution / active EE | $11,082 | $3,698+199.7% | $4,384+152.8% | $2,565+332.0% |
| Participant deferral / active EE | $5,751 | $4,942+16.4% | $6,111-5.9% | $3,952+45.5% |
| Admin fee / account holder | $1,266 | $7,493-83.1% | $7,226-82.5% | $6,261-79.8% |