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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 | $88,672+43.5% | $105,223+21.0% | $82,448+54.4% |
| Participation rate | 97.6% | 67.9%+29.7pp | 75.0%+22.6pp | 68.1%+29.6pp |
| Annual return | 14.01% | 30.86%-16.8pp | 180.65%-166.6pp | 41.64%-27.6pp |
| Employer contribution / active EE | $8,289 | $3,048+172.0% | $3,689+124.7% | $2,551+224.9% |
| Participant deferral / active EE | $4,392 | $4,036+8.8% | $5,072-13.4% | $4,139+6.1% |
| Admin fee / account holder | $2,941 | $7,146-58.8% | $8,859-66.8% | $7,234-59.3% |