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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 | $131,238 | $86,298+52.1% | $111,308+17.9% | $85,847+52.9% |
| Participation rate | 97.6% | 73.3%+24.2pp | 77.3%+20.2pp | 69.3%+28.2pp |
| Annual return | 15.85% | 19.99%-4.1pp | 54.67%-38.8pp | 318.61%-302.8pp |
| Employer contribution / active EE | $3,198 | $2,044+56.5% | $2,732+17.1% | $2,565+24.7% |
| Participant deferral / active EE | $5,494 | $3,641+50.9% | $4,487+22.4% | $3,952+39.0% |
| Admin fee / account holder | $1,779 | $8,189-78.3% | $7,965-77.7% | $6,261-71.6% |