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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 | $122,185 | $78,425+55.8% | $95,956+27.3% | $79,858+53.0% |
| Participation rate | 98.4% | 73.5%+24.9pp | 77.1%+21.3pp | 69.6%+28.8pp |
| Annual return | 13.49% | 19.37%-5.9pp | 91.63%-78.1pp | 31.72%-18.2pp |
| Employer contribution / active EE | $4,703 | $1,945+141.8% | $2,541+85.1% | $2,471+90.3% |
| Participant deferral / active EE | $4,653 | $3,440+35.3% | $4,167+11.7% | $3,740+24.4% |
| Admin fee / account holder | $2,231 | $5,622-60.3% | $6,797-67.2% | $5,306-57.9% |