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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 | $131,256 | $95,415+37.6% | $185,851-29.4% | $85,851+52.9% |
| Participation rate | 96.4% | 68.8%+27.7pp | 81.7%+14.7pp | 69.3%+27.1pp |
| Annual return | 12.74% | 23.59%-10.8pp | 122.11%-109.4pp | 318.63%-305.9pp |
| Employer contribution / active EE | $5,048 | $3,314+52.3% | $5,168-2.3% | $2,565+96.8% |
| Participant deferral / active EE | $3,315 | $3,424-3.2% | $5,569-40.5% | $3,952-16.1% |
| Admin fee / account holder | $4,308 | $7,215-40.3% | $16,245-73.5% | $6,261-31.2% |