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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 | $120,691 | $48,078+151.0% | $78,676+53.4% | $62,881+91.9% |
| Participation rate | 96.9% | 65.2%+31.7pp | 73.6%+23.3pp | 69.3%+27.6pp |
| Annual return | 9.68% | 31.36%-21.7pp | 62.19%-52.5pp | 20.14%-10.5pp |
| Employer contribution / active EE | $12,852 | $2,015+538.0% | $2,850+350.9% | $2,281+463.5% |
| Participant deferral / active EE | $5,515 | $2,587+113.2% | $3,517+56.8% | $3,203+72.2% |
| Admin fee / account holder | $13,627 | $3,206+325.0% | $4,510+202.1% | $4,296+217.2% |