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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 | $132,364 | $81,487+62.4% | $102,412+29.2% | $80,935+63.5% |
| Participation rate | 95.7% | 66.8%+28.9pp | 74.5%+21.2pp | 67.7%+28.1pp |
| Annual return | 25.46% | 25.60%-0.1pp | 24.94%+0.5pp | 35.66%-10.2pp |
| Employer contribution / active EE | $14,911 | $3,103+380.6% | $3,870+285.3% | $2,757+440.9% |
| Participant deferral / active EE | $10,146 | $3,871+162.1% | $5,060+100.5% | $4,299+136.0% |
| Admin fee / account holder | $55,698 | $6,717+729.2% | $8,388+564.1% | $6,924+704.4% |