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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 | $128,317 | $57,073+124.8% | $85,126+50.7% | $80,925+58.6% |
| Participation rate | 91.5% | 56.4%+35.1pp | 67.5%+24.0pp | 67.7%+23.8pp |
| Annual return | 13.46% | 21.69%-8.2pp | 66.63%-53.2pp | 35.65%-22.2pp |
| Employer contribution / active EE | $4,608 | $1,801+155.9% | $2,731+68.7% | $2,756+67.2% |
| Participant deferral / active EE | $4,848 | $3,113+55.7% | $4,523+7.2% | $4,299+12.8% |
| Admin fee / account holder | $1,697 | $4,988-66.0% | $6,160-72.5% | $6,940-75.6% |