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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 | $134,584 | $47,479+183.5% | $62,929+113.9% | $82,448+63.2% |
| Participation rate | 97.4% | 66.9%+30.5pp | 73.1%+24.3pp | 68.1%+29.3pp |
| Annual return | 13.41% | 20.34%-6.9pp | 1063.93%-1050.5pp | 41.64%-28.2pp |
| Employer contribution / active EE | $7,358 | $1,885+290.3% | $2,505+193.8% | $2,551+188.5% |
| Participant deferral / active EE | $6,645 | $2,870+131.5% | $3,888+70.9% | $4,139+60.5% |
| Admin fee / account holder | $7,304 | $3,804+92.0% | $5,065+44.2% | $7,234+1.0% |