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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 | $132,460 | $93,345+41.9% | $119,126+11.2% | $87,485+51.4% |
| Participation rate | 94.0% | 68.7%+25.3pp | 75.8%+18.2pp | 68.9%+25.1pp |
| Annual return | 16.29% | 19.08%-2.8pp | 282.11%-265.8pp | 26.06%-9.8pp |
| Employer contribution / active EE | $3,745 | $3,172+18.1% | $4,034-7.1% | $2,596+44.3% |
| Participant deferral / active EE | $7,158 | $4,099+74.6% | $5,318+34.6% | $4,274+67.5% |
| Admin fee / account holder | $3,158 | $8,039-60.7% | $10,693-70.5% | $7,775-59.4% |