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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 | $127,263 | $89,259+42.6% | $107,187+18.7% | $82,637+54.0% |
| Participation rate | 97.2% | 67.9%+29.3pp | 75.0%+22.2pp | 68.1%+29.2pp |
| Annual return | 14.52% | 21.02%-6.5pp | 204.55%-190.0pp | 53.51%-39.0pp |
| Employer contribution / active EE | $5,435 | $3,080+76.5% | $3,782+43.7% | $2,552+113.0% |
| Participant deferral / active EE | $7,031 | $4,037+74.2% | $5,096+38.0% | $4,126+70.4% |
| Admin fee / account holder | $1,639 | $7,381-77.8% | $9,162-82.1% | $7,339-77.7% |