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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 | $129,384 | $53,837+140.3% | $75,714+70.9% | $85,847+50.7% |
| Participation rate | 96.9% | 69.1%+27.8pp | 74.8%+22.0pp | 69.3%+27.6pp |
| Annual return | 22.88% | 24.54%-1.7pp | 104.62%-81.7pp | 318.61%-295.7pp |
| Employer contribution / active EE | $4,893 | $2,017+142.5% | $2,744+78.3% | $2,565+90.7% |
| Participant deferral / active EE | $4,235 | $2,895+46.3% | $3,820+10.8% | $3,952+7.2% |
| Admin fee / account holder | $5,453 | $3,339+63.3% | $3,619+50.7% | $6,261-12.9% |