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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 | $133,807 | $96,731+38.3% | $123,973+7.9% | $86,983+53.8% |
| Participation rate | 82.4% | 70.0%+12.3pp | 76.7%+5.7pp | 69.5%+12.8pp |
| Annual return | 12.49% | 17.33%-4.8pp | 388.13%-375.6pp | 25.83%-13.3pp |
| Employer contribution / active EE | $3,935 | $3,297+19.4% | $4,126-4.6% | $2,584+52.3% |
| Participant deferral / active EE | $7,328 | $4,152+76.5% | $5,247+39.7% | $4,194+74.7% |
| Admin fee / account holder | $29,960 | $8,722+243.5% | $11,799+153.9% | $7,856+281.4% |