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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 | $127,732 | $81,446+56.8% | $103,374+23.6% | $80,874+57.9% |
| Participation rate | 98.7% | 66.9%+31.8pp | 74.5%+24.2pp | 67.6%+31.0pp |
| Annual return | 11.63% | 25.57%-13.9pp | 24.89%-13.3pp | 35.62%-24.0pp |
| Employer contribution / active EE | $11,704 | $3,107+276.7% | $3,869+202.5% | $2,756+324.7% |
| Participant deferral / active EE | $6,847 | $3,870+76.9% | $5,058+35.4% | $4,297+59.3% |
| Admin fee / account holder | $7,160 | $6,715+6.6% | $8,394-14.7% | $6,935+3.2% |