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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 | $125,597 | $95,415+31.6% | $185,851-32.4% | $85,851+46.3% |
| Participation rate | 97.1% | 68.8%+28.4pp | 81.7%+15.4pp | 69.3%+27.8pp |
| Annual return | 34.73% | 23.59%+11.1pp | 122.11%-87.4pp | 318.63%-283.9pp |
| Employer contribution / active EE | $2,328 | $3,314-29.7% | $5,168-55.0% | $2,565-9.2% |
| Participant deferral / active EE | $4,910 | $3,424+43.4% | $5,569-11.8% | $3,952+24.2% |
| Admin fee / account holder | $4,612 | $7,215-36.1% | $16,245-71.6% | $6,261-26.3% |