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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 | $126,464 | $56,134+125.3% | $96,171+31.5% | $85,847+47.3% |
| Participation rate | 98.8% | 56.7%+42.1pp | 68.4%+30.4pp | 69.3%+29.5pp |
| Annual return | 20.59% | 42.30%-21.7pp | 192.04%-171.5pp | 318.61%-298.0pp |
| Employer contribution / active EE | $2,163 | $1,620+33.5% | $2,799-22.7% | $2,565-15.7% |
| Participant deferral / active EE | $3,484 | $2,858+21.9% | $4,350-19.9% | $3,952-11.8% |
| Admin fee / account holder | $4,836 | $3,769+28.3% | $5,538-12.7% | $6,261-22.8% |