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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 | $126,150 | $54,763+130.4% | $90,324+39.7% | $72,976+72.9% |
| Participation rate | 95.7% | 65.2%+30.6pp | 73.3%+22.5pp | 69.5%+26.3pp |
| Annual return | 21.97% | 30.63%-8.7pp | 78.15%-56.2pp | 81.02%-59.0pp |
| Employer contribution / active EE | $6,598 | $2,093+215.2% | $2,856+131.1% | $2,440+170.4% |
| Participant deferral / active EE | $6,756 | $2,887+134.0% | $3,885+73.9% | $3,608+87.3% |
| Admin fee / account holder | $3,667 | $3,973-7.7% | $5,356-31.5% | $5,124-28.4% |