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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 | $131,864 | $81,233+62.3% | $155,567-15.2% | $80,874+63.0% |
| Participation rate | 92.7% | 66.2%+26.4pp | 78.2%+14.5pp | 67.6%+25.0pp |
| Annual return | 12.70% | 33.33%-20.6pp | 64.74%-52.0pp | 35.62%-22.9pp |
| Employer contribution / active EE | $4,868 | $3,101+57.0% | $4,674+4.1% | $2,756+76.6% |
| Participant deferral / active EE | $10,679 | $3,452+209.3% | $5,628+89.8% | $4,297+148.5% |
| Admin fee / account holder | $1,750 | $7,998-78.1% | $15,916-89.0% | $6,935-74.8% |