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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 | $128,466 | $78,670+63.3% | $109,173+17.7% | $85,847+49.6% |
| Participation rate | 90.3% | 68.3%+22.0pp | 75.9%+14.4pp | 69.3%+21.0pp |
| Annual return | 18.03% | 25.09%-7.1pp | 25.75%-7.7pp | 318.61%-300.6pp |
| Employer contribution / active EE | $6,625 | $2,734+142.3% | $3,723+77.9% | $2,565+158.2% |
| Participant deferral / active EE | $8,345 | $3,467+140.7% | $4,654+79.3% | $3,952+111.1% |
| Admin fee / account holder | $13,388 | $5,469+144.8% | $6,755+98.2% | $6,261+113.8% |