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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 | $128,013 | $58,057+120.5% | $97,032+31.9% | $86,983+47.2% |
| Participation rate | 83.8% | 60.4%+23.5pp | 71.6%+12.3pp | 69.5%+14.3pp |
| Annual return | 18.40% | 22.26%-3.9pp | 35.38%-17.0pp | 25.83%-7.4pp |
| Employer contribution / active EE | $6,200 | $1,663+272.8% | $2,629+135.9% | $2,584+139.9% |
| Participant deferral / active EE | $10,932 | $3,244+237.0% | $4,672+134.0% | $4,194+160.7% |
| Admin fee / account holder | $7,164 | $4,839+48.1% | $9,418-23.9% | $7,856-8.8% |