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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 | $127,282 | $93,345+36.4% | $119,126+6.8% | $87,485+45.5% |
| Participation rate | 97.6% | 68.7%+28.9pp | 75.8%+21.9pp | 68.9%+28.7pp |
| Annual return | 14.01% | 19.08%-5.1pp | 282.11%-268.1pp | 26.06%-12.1pp |
| Employer contribution / active EE | $8,289 | $3,172+161.4% | $4,034+105.5% | $2,596+219.3% |
| Participant deferral / active EE | $4,392 | $4,099+7.2% | $5,318-17.4% | $4,274+2.8% |
| Admin fee / account holder | $2,941 | $8,039-63.4% | $10,693-72.5% | $7,775-62.2% |