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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 | $68,852+97.0% | $120,524+12.5% | $80,925+67.6% |
| Participation rate | 98.1% | 61.6%+36.5pp | 71.9%+26.2pp | 67.7%+30.5pp |
| Annual return | 12.47% | 23.67%-11.2pp | 107.36%-94.9pp | 35.65%-23.2pp |
| Employer contribution / active EE | $7,095 | $2,063+243.9% | $3,469+104.5% | $2,756+157.4% |
| Participant deferral / active EE | $6,506 | $3,187+104.2% | $4,994+30.3% | $4,299+51.4% |
| Admin fee / account holder | $3,187 | $5,781-44.9% | $9,440-66.2% | $6,940-54.1% |