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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 | $58,848+117.5% | $88,179+45.2% | $82,637+54.9% |
| Participation rate | 83.8% | 57.9%+25.9pp | 69.1%+14.7pp | 68.1%+15.8pp |
| Annual return | 18.40% | 22.76%-4.4pp | 64.97%-46.6pp | 53.51%-35.1pp |
| Employer contribution / active EE | $6,200 | $1,678+269.4% | $2,549+143.2% | $2,552+143.0% |
| Participant deferral / active EE | $10,932 | $3,124+250.0% | $4,614+136.9% | $4,126+164.9% |
| Admin fee / account holder | $7,164 | $4,795+49.4% | $7,673-6.6% | $7,339-2.4% |