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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 | $137,580 | $88,672+55.2% | $105,223+30.7% | $82,448+66.9% |
| Participation rate | 96.6% | 67.9%+28.7pp | 75.0%+21.6pp | 68.1%+28.5pp |
| Annual return | 20.42% | 30.86%-10.4pp | 180.65%-160.2pp | 41.64%-21.2pp |
| Employer contribution / active EE | $12,916 | $3,048+323.8% | $3,689+250.2% | $2,551+406.3% |
| Participant deferral / active EE | $7,225 | $4,036+79.0% | $5,072+42.4% | $4,139+74.5% |
| Admin fee / account holder | $8,112 | $7,146+13.5% | $8,859-8.4% | $7,234+12.1% |