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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 | $129,136 | $75,541+70.9% | $152,093-15.1% | $82,637+56.3% |
| Participation rate | 93.8% | 66.5%+27.2pp | 77.8%+16.0pp | 68.1%+25.7pp |
| Annual return | 19.16% | 32.56%-13.4pp | 66.36%-47.2pp | 53.51%-34.3pp |
| Employer contribution / active EE | $9,947 | $2,622+279.3% | $4,175+138.3% | $2,552+289.8% |
| Participant deferral / active EE | $8,156 | $3,206+154.4% | $5,451+49.6% | $4,126+97.7% |
| Admin fee / account holder | $2,220 | $6,405-65.3% | $14,497-84.7% | $7,339-69.7% |