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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 | $130,012 | $61,125+112.7% | $94,057+38.2% | $87,485+48.6% |
| Participation rate | 94.8% | 64.1%+30.8pp | 73.3%+21.5pp | 68.9%+25.9pp |
| Annual return | 19.00% | 35.20%-16.2pp | 480.62%-461.6pp | 26.06%-7.1pp |
| Employer contribution / active EE | $7,430 | $2,136+247.8% | $2,933+153.3% | $2,596+186.2% |
| Participant deferral / active EE | $3,743 | $3,260+14.8% | $4,709-20.5% | $4,274-12.4% |
| Admin fee / account holder | $6,527 | $5,629+16.0% | $7,244-9.9% | $7,775-16.1% |