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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 | $122,999 | $50,554+143.3% | $67,681+81.7% | $87,485+40.6% |
| Participation rate | 96.2% | 67.7%+28.4pp | 73.7%+22.4pp | 68.9%+27.2pp |
| Annual return | 15.58% | 17.81%-2.2pp | 590.58%-575.0pp | 26.06%-10.5pp |
| Employer contribution / active EE | $6,599 | $1,988+231.9% | $2,678+146.4% | $2,596+154.2% |
| Participant deferral / active EE | $7,011 | $2,961+136.8% | $3,976+76.3% | $4,274+64.1% |
| Admin fee / account holder | $7,524 | $4,132+82.1% | $6,100+23.4% | $7,775-3.2% |