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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 | $155,446 | $98,766+57.4% | $149,730+3.8% | $79,852+94.7% |
| Participation rate | 97.6% | 75.8%+21.8pp | 82.5%+15.1pp | 69.6%+27.9pp |
| Annual return | 15.96% | 27.43%-11.5pp | 276.70%-260.7pp | 31.72%-15.8pp |
| Employer contribution / active EE | $10,029 | $3,217+211.7% | $4,645+115.9% | $2,471+305.8% |
| Participant deferral / active EE | $8,114 | $5,681+42.8% | $6,843+18.6% | $3,740+116.9% |
| Admin fee / account holder | $1,286 | $6,052-78.8% | $9,310-86.2% | $5,306-75.8% |