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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 | $125,063 | $54,763+128.4% | $90,324+38.5% | $72,976+71.4% |
| Participation rate | 95.8% | 65.2%+30.7pp | 73.3%+22.6pp | 69.5%+26.3pp |
| Annual return | 24.00% | 30.63%-6.6pp | 78.15%-54.1pp | 81.02%-57.0pp |
| Employer contribution / active EE | $6,778 | $2,093+223.8% | $2,856+137.4% | $2,440+177.8% |
| Participant deferral / active EE | $4,149 | $2,887+43.7% | $3,885+6.8% | $3,608+15.0% |
| Admin fee / account holder | $9,326 | $3,973+134.7% | $5,356+74.1% | $5,124+82.0% |