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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 | $88,810 | $67,823+30.9% | $52,425+69.4% | $137,256-35.3% |
| Participation rate | 94.7% | 63.9%+30.8pp | 55.6%+39.1pp | 80.0%+14.8pp |
| Annual return | 15.85% | 219.11%-203.3pp | 302.12%-286.3pp | 220.34%-204.5pp |
| Employer contribution / active EE | $4,798 | $1,163+312.6% | $914+424.9% | $4,156+15.5% |
| Participant deferral / active EE | $6,962 | $2,288+204.3% | $1,790+288.9% | $6,407+8.7% |
| Admin fee / account holder | $4,276 | $2,844+50.3% | $2,495+71.4% | $12,270-65.1% |