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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 | $131,635 | $74,535+76.6% | $100,712+30.7% | $82,637+59.3% |
| Participation rate | 94.1% | 61.2%+32.9pp | 69.3%+24.8pp | 68.1%+26.1pp |
| Annual return | 16.96% | 18.92%-2.0pp | 33.27%-16.3pp | 53.51%-36.5pp |
| Employer contribution / active EE | $9,229 | $1,503+514.2% | $2,313+299.1% | $2,552+261.6% |
| Participant deferral / active EE | $7,225 | $3,074+135.1% | $4,085+76.9% | $4,126+75.1% |
| Admin fee / account holder | $24,518 | $6,576+272.8% | $9,256+164.9% | $7,339+234.1% |