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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 | $131,846 | $61,125+115.7% | $94,057+40.2% | $87,485+50.7% |
| Participation rate | 92.9% | 64.1%+28.8pp | 73.3%+19.5pp | 68.9%+23.9pp |
| Annual return | 12.84% | 35.20%-22.4pp | 480.62%-467.8pp | 26.06%-13.2pp |
| Employer contribution / active EE | $17,851 | $2,136+735.5% | $2,933+508.6% | $2,596+587.6% |
| Participant deferral / active EE | $6,932 | $3,260+112.6% | $4,709+47.2% | $4,274+62.2% |
| Admin fee / account holder | $7,056 | $5,629+25.4% | $7,244-2.6% | $7,775-9.2% |