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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 | $57,140+132.0% | $85,240+55.5% | $80,959+63.7% |
| Participation rate | 96.0% | 56.4%+39.6pp | 67.5%+28.5pp | 67.7%+28.3pp |
| Annual return | 12.49% | 21.71%-9.2pp | 66.75%-54.3pp | 35.67%-23.2pp |
| Employer contribution / active EE | $3,545 | $1,802+96.7% | $2,735+29.6% | $2,757+28.6% |
| Participant deferral / active EE | $6,264 | $3,115+101.1% | $4,527+38.4% | $4,300+45.7% |
| Admin fee / account holder | $13,644 | $4,992+173.3% | $6,165+121.3% | $6,925+97.0% |