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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 | $136,094 | $73,978+84.0% | $96,515+41.0% | $75,173+81.0% |
| Participation rate | 86.1% | 66.4%+19.7pp | 74.3%+11.8pp | 67.2%+18.9pp |
| Annual return | 13.86% | 26.72%-12.9pp | 35.73%-21.9pp | 160.72%-146.9pp |
| Employer contribution / active EE | $7,215 | $2,931+146.2% | $3,740+92.9% | $2,671+170.1% |
| Participant deferral / active EE | $8,399 | $3,660+129.5% | $4,880+72.1% | $4,126+103.5% |
| Admin fee / account holder | $6,534 | $5,219+25.2% | $6,735-3.0% | $5,651+15.6% |