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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 | $128,524 | $76,551+67.9% | $123,894+3.7% | $62,881+104.4% |
| Participation rate | 91.7% | 73.0%+18.7pp | 81.4%+10.3pp | 69.3%+22.4pp |
| Annual return | 6.56% | 18.68%-12.1pp | 47.52%-41.0pp | 20.14%-13.6pp |
| Employer contribution / active EE | $8,333 | $2,882+189.1% | $4,617+80.5% | $2,281+265.4% |
| Participant deferral / active EE | $9,239 | $4,840+90.9% | $5,984+54.4% | $3,203+188.4% |
| Admin fee / account holder | $52,384 | $4,826+985.5% | $8,357+526.8% | $4,296+1119.4% |