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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 | $135,540 | $49,249+175.2% | $70,476+92.3% | $79,852+69.7% |
| Participation rate | 96.6% | 69.2%+27.4pp | 75.1%+21.5pp | 69.6%+26.9pp |
| Annual return | 13.79% | 30.09%-16.3pp | 109.12%-95.3pp | 31.72%-17.9pp |
| Employer contribution / active EE | $11,123 | $2,100+429.6% | $2,738+306.3% | $2,471+350.1% |
| Participant deferral / active EE | $11,296 | $2,769+308.0% | $3,710+204.5% | $3,740+202.0% |
| Admin fee / account holder | $6,427 | $2,878+123.3% | $3,847+67.1% | $5,306+21.1% |