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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 | $132,255 | $84,236+57.0% | $170,435-22.4% | $70,126+88.6% |
| Participation rate | 98.0% | 70.8%+27.1pp | 83.6%+14.4pp | 69.5%+28.4pp |
| Annual return | 17.47% | 23.06%-5.6pp | 205.94%-188.5pp | 73.15%-55.7pp |
| Employer contribution / active EE | $6,512 | $3,387+92.3% | $5,432+19.9% | $2,343+178.0% |
| Participant deferral / active EE | $4,820 | $3,086+56.2% | $4,939-2.4% | $3,332+44.7% |
| Admin fee / account holder | $2,579 | $5,698-54.7% | $13,881-81.4% | $4,645-44.5% |