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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 | $131,570 | $78,423+67.8% | $95,964+37.1% | $79,856+64.8% |
| Participation rate | 93.1% | 73.5%+19.6pp | 77.1%+16.0pp | 69.6%+23.5pp |
| Annual return | 10.69% | 19.37%-8.7pp | 91.64%-81.0pp | 31.71%-21.0pp |
| Employer contribution / active EE | $20,224 | $1,945+939.6% | $2,541+695.8% | $2,471+718.4% |
| Participant deferral / active EE | $5,655 | $3,440+64.4% | $4,167+35.7% | $3,741+51.2% |
| Admin fee / account holder | $42,626 | $5,622+658.3% | $6,797+527.1% | $5,306+703.3% |