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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 | $57,119+132.1% | $85,187+55.6% | $80,935+63.8% |
| Participation rate | 96.0% | 56.4%+39.6pp | 67.5%+28.5pp | 67.7%+28.3pp |
| Annual return | 12.49% | 21.70%-9.2pp | 66.67%-54.2pp | 35.66%-23.2pp |
| Employer contribution / active EE | $3,545 | $1,802+96.8% | $2,732+29.7% | $2,757+28.6% |
| Participant deferral / active EE | $6,264 | $3,115+101.1% | $4,525+38.4% | $4,299+45.7% |
| Admin fee / account holder | $13,644 | $4,990+173.4% | $6,162+121.4% | $6,924+97.0% |