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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 | $135,254 | $72,273+87.1% | $101,275+33.6% | $79,856+69.4% |
| Participation rate | 90.9% | 68.5%+22.4pp | 75.8%+15.1pp | 69.6%+21.3pp |
| Annual return | 16.62% | 22.30%-5.7pp | 46.48%-29.9pp | 31.71%-15.1pp |
| Employer contribution / active EE | $16,182 | $2,691+501.3% | $3,660+342.1% | $2,471+554.8% |
| Participant deferral / active EE | $1,587 | $3,282-51.6% | $4,371-63.7% | $3,741-57.6% |
| Admin fee / account holder | $7,997 | $4,401+81.7% | $5,948+34.5% | $5,306+50.7% |