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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 | $130,711 | $81,331+60.7% | $155,534-16.0% | $80,935+61.5% |
| Participation rate | 98.3% | 66.3%+32.1pp | 78.2%+20.1pp | 67.7%+30.6pp |
| Annual return | 15.72% | 33.37%-17.7pp | 64.92%-49.2pp | 35.66%-19.9pp |
| Employer contribution / active EE | $8,508 | $3,105+174.0% | $4,675+82.0% | $2,757+208.6% |
| Participant deferral / active EE | $5,715 | $3,454+65.5% | $5,630+1.5% | $4,299+32.9% |
| Admin fee / account holder | $1,603 | $7,999-80.0% | $15,900-89.9% | $6,924-76.8% |