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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 | $137,608 | $87,733+56.8% | $106,555+29.1% | $85,847+60.3% |
| Participation rate | 96.7% | 71.9%+24.7pp | 76.1%+20.5pp | 69.3%+27.3pp |
| Annual return | 16.45% | 21.86%-5.4pp | 26.80%-10.3pp | 318.61%-302.2pp |
| Employer contribution / active EE | $8,755 | $2,073+322.3% | $2,819+210.5% | $2,565+241.3% |
| Participant deferral / active EE | $5,487 | $3,469+58.2% | $4,399+24.7% | $3,952+38.8% |
| Admin fee / account holder | $5,043 | $6,767-25.5% | $7,408-31.9% | $6,261-19.4% |