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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 | $131,557 | $81,358+61.7% | $155,556-15.4% | $80,959+62.5% |
| Participation rate | 94.4% | 66.3%+28.2pp | 78.2%+16.2pp | 67.7%+26.8pp |
| Annual return | 13.57% | 33.39%-19.8pp | 64.84%-51.3pp | 35.67%-22.1pp |
| Employer contribution / active EE | $5,844 | $3,106+88.1% | $4,675+25.0% | $2,757+112.0% |
| Participant deferral / active EE | $3,838 | $3,455+11.1% | $5,631-31.8% | $4,300-10.8% |
| Admin fee / account holder | $11,154 | $7,994+39.5% | $15,885-29.8% | $6,925+61.1% |