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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 | $134,187 | $88,672+51.3% | $105,223+27.5% | $82,448+62.8% |
| Participation rate | 88.2% | 67.9%+20.3pp | 75.0%+13.2pp | 68.1%+20.2pp |
| Annual return | 15.15% | 30.86%-15.7pp | 180.65%-165.5pp | 41.64%-26.5pp |
| Employer contribution / active EE | $7,241 | $3,048+137.6% | $3,689+96.3% | $2,551+183.8% |
| Participant deferral / active EE | $7,727 | $4,036+91.5% | $5,072+52.4% | $4,139+86.7% |
| Admin fee / account holder | $1,822 | $7,146-74.5% | $8,859-79.4% | $7,234-74.8% |