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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 | $135,632 | $68,573+97.8% | $120,368+12.7% | $80,874+67.7% |
| Participation rate | 98.1% | 61.6%+36.6pp | 71.9%+26.2pp | 67.6%+30.5pp |
| Annual return | 12.47% | 23.61%-11.1pp | 107.26%-94.8pp | 35.62%-23.1pp |
| Employer contribution / active EE | $7,095 | $2,052+245.8% | $3,465+104.8% | $2,756+157.5% |
| Participant deferral / active EE | $6,506 | $3,174+105.0% | $4,991+30.4% | $4,297+51.4% |
| Admin fee / account holder | $3,187 | $5,734-44.4% | $9,429-66.2% | $6,935-54.0% |