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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 | $136,116 | $100,003+36.1% | $146,685-7.2% | $85,856+58.5% |
| Participation rate | 97.1% | 73.1%+24.0pp | 80.1%+17.0pp | 69.3%+27.7pp |
| Annual return | 13.40% | 18.93%-5.5pp | 22.75%-9.4pp | 318.58%-305.2pp |
| Employer contribution / active EE | $5,521 | $2,559+115.8% | $4,137+33.5% | $2,565+115.2% |
| Participant deferral / active EE | $6,636 | $4,006+65.6% | $5,507+20.5% | $3,952+67.9% |
| Admin fee / account holder | $2,250 | $7,704-70.8% | $10,281-78.1% | $6,261-64.1% |