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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 | $128,136 | $54,757+134.0% | $90,304+41.9% | $72,975+75.6% |
| Participation rate | 98.3% | 65.2%+33.1pp | 73.3%+25.0pp | 69.5%+28.8pp |
| Annual return | 20.21% | 30.63%-10.4pp | 78.13%-57.9pp | 81.01%-60.8pp |
| Employer contribution / active EE | $4,022 | $2,093+92.1% | $2,855+40.9% | $2,440+64.8% |
| Participant deferral / active EE | $8,040 | $2,887+178.5% | $3,885+106.9% | $3,608+122.8% |
| Admin fee / account holder | $9,752 | $3,973+145.4% | $5,354+82.1% | $5,124+90.3% |