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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 | $118,789 | $65,364+81.7% | $92,909+27.9% | $72,975+62.8% |
| Participation rate | 93.9% | 68.3%+25.6pp | 76.0%+17.9pp | 69.5%+24.5pp |
| Annual return | 23.12% | 42.11%-19.0pp | 109.44%-86.3pp | 81.01%-57.9pp |
| Employer contribution / active EE | $16,074 | $2,594+519.6% | $3,653+340.0% | $2,440+558.8% |
| Participant deferral / active EE | $2,101 | $3,128-32.8% | $4,238-50.4% | $3,608-41.8% |
| Admin fee / account holder | $1,058 | $4,251-75.1% | $5,795-81.7% | $5,124-79.3% |