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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 | $136,844 | $98,760+38.6% | $149,715-8.6% | $79,858+71.4% |
| Participation rate | 97.1% | 75.8%+21.4pp | 82.5%+14.7pp | 69.6%+27.5pp |
| Annual return | 27.94% | 27.43%+0.5pp | 276.66%-248.7pp | 31.72%-3.8pp |
| Employer contribution / active EE | $16,136 | $3,217+401.6% | $4,645+247.4% | $2,471+553.1% |
| Participant deferral / active EE | $14,657 | $5,681+158.0% | $6,842+114.2% | $3,740+291.9% |
| Admin fee / account holder | $3,559 | $6,053-41.2% | $9,310-61.8% | $5,306-32.9% |