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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 | $81,331+61.8% | $155,534-15.4% | $80,935+62.5% |
| Participation rate | 94.4% | 66.3%+28.2pp | 78.2%+16.2pp | 67.7%+26.8pp |
| Annual return | 13.57% | 33.37%-19.8pp | 64.92%-51.3pp | 35.66%-22.1pp |
| Employer contribution / active EE | $5,844 | $3,105+88.2% | $4,675+25.0% | $2,757+112.0% |
| Participant deferral / active EE | $3,838 | $3,454+11.1% | $5,630-31.8% | $4,299-10.7% |
| Admin fee / account holder | $11,154 | $7,999+39.4% | $15,900-29.8% | $6,924+61.1% |