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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 | $93,345+43.8% | $119,126+12.6% | $87,485+53.4% |
| Participation rate | 88.2% | 68.7%+19.5pp | 75.8%+12.5pp | 68.9%+19.3pp |
| Annual return | 15.15% | 19.08%-3.9pp | 282.11%-267.0pp | 26.06%-10.9pp |
| Employer contribution / active EE | $7,241 | $3,172+128.3% | $4,034+79.5% | $2,596+178.9% |
| Participant deferral / active EE | $7,727 | $4,099+88.5% | $5,318+45.3% | $4,274+80.8% |
| Admin fee / account holder | $1,822 | $8,039-77.3% | $10,693-83.0% | $7,775-76.6% |