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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 | $131,972 | $78,705+67.7% | $117,860+12.0% | $70,124+88.2% |
| Participation rate | 95.3% | 73.2%+22.2pp | 79.7%+15.7pp | 69.5%+25.8pp |
| Annual return | 17.82% | 23.30%-5.5pp | 335.10%-317.3pp | 73.14%-55.3pp |
| Employer contribution / active EE | $4,830 | $2,223+117.2% | $3,786+27.6% | $2,342+106.2% |
| Participant deferral / active EE | $10,488 | $3,297+218.1% | $4,482+134.0% | $3,332+214.8% |
| Admin fee / account holder | $816 | $5,065-83.9% | $8,021-89.8% | $4,645-82.4% |