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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 | $131,486 | $78,670+67.1% | $109,173+20.4% | $85,847+53.2% |
| Participation rate | 84.6% | 68.3%+16.3pp | 75.9%+8.7pp | 69.3%+15.3pp |
| Annual return | 13.73% | 25.09%-11.4pp | 25.75%-12.0pp | 318.61%-304.9pp |
| Employer contribution / active EE | $7,655 | $2,734+180.0% | $3,723+105.6% | $2,565+198.4% |
| Participant deferral / active EE | $3,407 | $3,467-1.7% | $4,654-26.8% | $3,952-13.8% |
| Admin fee / account holder | $2,227 | $5,469-59.3% | $6,755-67.0% | $6,261-64.4% |