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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 | $135,578 | $81,262+66.8% | $155,602-12.9% | $80,911+67.6% |
| Participation rate | 97.3% | 66.2%+31.1pp | 78.2%+19.1pp | 67.6%+29.6pp |
| Annual return | 14.69% | 33.34%-18.7pp | 64.81%-50.1pp | 35.63%-20.9pp |
| Employer contribution / active EE | $7,421 | $3,102+139.2% | $4,675+58.7% | $2,756+169.3% |
| Participant deferral / active EE | $6,824 | $3,451+97.7% | $5,629+21.2% | $4,297+58.8% |
| Admin fee / account holder | $3,044 | $7,992-61.9% | $15,923-80.9% | $6,935-56.1% |