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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 | $136,714 | $68,880+98.5% | $120,580+13.4% | $80,959+68.9% |
| Participation rate | 96.1% | 61.7%+34.4pp | 72.0%+24.1pp | 67.7%+28.4pp |
| Annual return | 12.49% | 23.68%-11.2pp | 107.48%-95.0pp | 35.67%-23.2pp |
| Employer contribution / active EE | $7,107 | $2,066+244.0% | $3,469+104.9% | $2,757+157.8% |
| Participant deferral / active EE | $6,983 | $3,191+118.9% | $4,995+39.8% | $4,300+62.4% |
| Admin fee / account holder | $6,480 | $5,785+12.0% | $9,418-31.2% | $6,925-6.4% |