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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 | $134,374 | $78,423+71.3% | $95,964+40.0% | $79,856+68.3% |
| Participation rate | 96.2% | 73.5%+22.7pp | 77.1%+19.1pp | 69.6%+26.5pp |
| Annual return | 13.25% | 19.37%-6.1pp | 91.64%-78.4pp | 31.71%-18.5pp |
| Employer contribution / active EE | $10,385 | $1,945+433.8% | $2,541+308.6% | $2,471+320.2% |
| Participant deferral / active EE | $2,997 | $3,440-12.9% | $4,167-28.1% | $3,741-19.9% |
| Admin fee / account holder | $3,503 | $5,622-37.7% | $6,797-48.5% | $5,306-34.0% |