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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 | $129,759 | $85,169+52.4% | $172,755-24.9% | $72,983+77.8% |
| Participation rate | 97.1% | 70.1%+27.0pp | 82.6%+14.4pp | 69.5%+27.6pp |
| Annual return | 17.30% | 27.32%-10.0pp | 802.94%-785.6pp | 81.01%-63.7pp |
| Employer contribution / active EE | $4,895 | $3,324+47.3% | $5,144-4.9% | $2,440+100.6% |
| Participant deferral / active EE | $3,544 | $3,260+8.7% | $5,198-31.8% | $3,608-1.8% |
| Admin fee / account holder | $16,330 | $5,880+177.7% | $13,955+17.0% | $5,124+218.7% |