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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 | $136,553 | $93,598+45.9% | $135,974+0.4% | $75,173+81.7% |
| Participation rate | 96.3% | 75.2%+21.1pp | 81.9%+14.4pp | 67.2%+29.1pp |
| Annual return | 20.62% | 30.89%-10.3pp | 68.30%-47.7pp | 160.72%-140.1pp |
| Employer contribution / active EE | $7,353 | $3,538+107.8% | $4,859+51.3% | $2,671+175.3% |
| Participant deferral / active EE | $5,939 | $6,405-7.3% | $7,760-23.5% | $4,126+43.9% |
| Admin fee / account holder | $5,838 | $6,978-16.3% | $10,767-45.8% | $5,651+3.3% |