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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 | $126,362 | $76,551+65.1% | $123,894+2.0% | $62,881+101.0% |
| Participation rate | 89.5% | 73.0%+16.5pp | 81.4%+8.1pp | 69.3%+20.2pp |
| Annual return | 8.24% | 18.68%-10.4pp | 47.52%-39.3pp | 20.14%-11.9pp |
| Employer contribution / active EE | $10,474 | $2,882+263.4% | $4,617+126.9% | $2,281+359.2% |
| Participant deferral / active EE | $7,506 | $4,840+55.1% | $5,984+25.4% | $3,203+134.3% |
| Admin fee / account holder | $5,626 | $4,826+16.6% | $8,357-32.7% | $4,296+31.0% |