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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 | $136,714 | $85,766+59.4% | $136,295+0.3% | $70,131+94.9% |
| Participation rate | 97.3% | 74.2%+23.1pp | 81.9%+15.4pp | 69.5%+27.8pp |
| Annual return | 16.61% | 31.45%-14.8pp | 5155.97%-5139.4pp | 73.14%-56.5pp |
| Employer contribution / active EE | $12,179 | $2,966+310.6% | $4,695+159.4% | $2,342+419.9% |
| Participant deferral / active EE | $9,191 | $5,051+81.9% | $6,247+47.1% | $3,332+175.8% |
| Admin fee / account holder | $2,572 | $5,420-52.5% | $9,243-72.2% | $4,645-44.6% |