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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 | $129,002 | $58,234+121.5% | $81,783+57.7% | $80,874+59.5% |
| Participation rate | 85.2% | 63.4%+21.7pp | 72.4%+12.8pp | 67.6%+17.5pp |
| Annual return | 14.95% | 41.70%-26.8pp | 775.05%-760.1pp | 35.62%-20.7pp |
| Employer contribution / active EE | $3,363 | $2,341+43.6% | $2,913+15.5% | $2,756+22.1% |
| Participant deferral / active EE | $5,959 | $3,283+81.5% | $4,320+37.9% | $4,297+38.7% |
| Admin fee / account holder | $869 | $4,982-82.6% | $7,380-88.2% | $6,935-87.5% |