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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 | $130,317 | $55,457+135.0% | $77,361+68.5% | $94,015+38.6% |
| Participation rate | 85.5% | 69.8%+15.7pp | 75.0%+10.6pp | 70.8%+14.7pp |
| Annual return | 19.83% | 15.57%+4.3pp | 1011.54%-991.7pp | 17.84%+2.0pp |
| Employer contribution / active EE | $7,970 | $2,255+253.5% | $2,990+166.5% | $2,790+185.6% |
| Participant deferral / active EE | $10,338 | $3,069+236.8% | $3,911+164.3% | $4,249+143.3% |
| Admin fee / account holder | $16,539 | $4,334+281.6% | $5,894+180.6% | $8,951+84.8% |