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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 | $68,878+98.5% | $120,574+13.4% | $80,935+68.9% |
| Participation rate | 96.1% | 61.7%+34.4pp | 71.9%+24.1pp | 67.7%+28.4pp |
| Annual return | 12.49% | 23.67%-11.2pp | 107.42%-94.9pp | 35.66%-23.2pp |
| Employer contribution / active EE | $7,107 | $2,065+244.2% | $3,471+104.8% | $2,757+157.8% |
| Participant deferral / active EE | $6,983 | $3,189+119.0% | $4,996+39.8% | $4,299+62.4% |
| Admin fee / account holder | $6,480 | $5,782+12.1% | $9,445-31.4% | $6,924-6.4% |