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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 | $130,181 | $72,404+79.8% | $110,243+18.1% | $64,173+102.9% |
| Participation rate | 97.3% | 73.3%+24.0pp | 79.8%+17.5pp | 69.6%+27.7pp |
| Annual return | 12.44% | -6.29%+18.7pp | 314.76%-302.3pp | 7.63%+4.8pp |
| Employer contribution / active EE | $5,119 | $2,282+124.4% | $3,827+33.8% | $2,381+115.0% |
| Participant deferral / active EE | $7,942 | $3,469+128.9% | $4,672+70.0% | $3,470+128.9% |
| Admin fee / account holder | $9,571 | $5,664+69.0% | $8,548+12.0% | $4,887+95.8% |