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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 | $143,820 | $53,128+170.7% | $86,581+66.1% | $70,124+105.1% |
| Participation rate | 96.5% | 65.3%+31.2pp | 73.5%+22.9pp | 69.5%+27.0pp |
| Annual return | 15.57% | 27.66%-12.1pp | 965.06%-949.5pp | 73.14%-57.6pp |
| Employer contribution / active EE | $2,534 | $2,068+22.5% | $2,840-10.7% | $2,342+8.2% |
| Participant deferral / active EE | $5,277 | $2,695+95.8% | $3,609+46.2% | $3,332+58.4% |
| Admin fee / account holder | $12,454 | $3,584+247.5% | $4,904+154.0% | $4,645+168.1% |