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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 | $127,157 | $71,230+78.5% | $93,727+35.7% | $80,959+57.1% |
| Participation rate | 92.6% | 60.4%+32.2pp | 68.7%+23.9pp | 67.7%+24.9pp |
| Annual return | 12.95% | 11.26%+1.7pp | 133.83%-120.9pp | 35.67%-22.7pp |
| Employer contribution / active EE | $9,344 | $1,565+497.0% | $2,421+285.9% | $2,757+238.9% |
| Participant deferral / active EE | $6,500 | $4,037+61.0% | $4,417+47.2% | $4,300+51.2% |
| Admin fee / account holder | $9,246 | $6,961+32.8% | $8,292+11.5% | $6,925+33.5% |