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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 | $132,554 | $57,073+132.3% | $85,126+55.7% | $80,925+63.8% |
| Participation rate | 96.0% | 56.4%+39.6pp | 67.5%+28.5pp | 67.7%+28.3pp |
| Annual return | 12.49% | 21.69%-9.2pp | 66.63%-54.1pp | 35.65%-23.2pp |
| Employer contribution / active EE | $3,545 | $1,801+96.8% | $2,731+29.8% | $2,756+28.6% |
| Participant deferral / active EE | $6,264 | $3,113+101.2% | $4,523+38.5% | $4,299+45.7% |
| Admin fee / account holder | $13,644 | $4,988+173.5% | $6,160+121.5% | $6,940+96.6% |