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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 | $137,500 | $88,672+55.1% | $105,223+30.7% | $82,448+66.8% |
| Participation rate | 93.7% | 67.9%+25.7pp | 75.0%+18.6pp | 68.1%+25.6pp |
| Annual return | 18.82% | 30.86%-12.0pp | 180.65%-161.8pp | 41.64%-22.8pp |
| Employer contribution / active EE | $3,930 | $3,048+28.9% | $3,689+6.5% | $2,551+54.0% |
| Participant deferral / active EE | $6,493 | $4,036+60.9% | $5,072+28.0% | $4,139+56.9% |
| Admin fee / account holder | $16,413 | $7,146+129.7% | $8,859+85.3% | $7,234+126.9% |