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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 | $129,051 | $61,125+111.1% | $94,057+37.2% | $87,485+47.5% |
| Participation rate | 93.3% | 64.1%+29.3pp | 73.3%+20.0pp | 68.9%+24.4pp |
| Annual return | 18.10% | 35.20%-17.1pp | 480.62%-462.5pp | 26.06%-8.0pp |
| Employer contribution / active EE | $6,396 | $2,136+199.4% | $2,933+118.1% | $2,596+146.4% |
| Participant deferral / active EE | $6,070 | $3,260+86.2% | $4,709+28.9% | $4,274+42.0% |
| Admin fee / account holder | $3,235 | $5,629-42.5% | $7,244-55.3% | $7,775-58.4% |