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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 | $127,099 | $53,128+139.2% | $86,582+46.8% | $70,126+81.2% |
| Participation rate | 90.5% | 65.3%+25.2pp | 73.5%+16.9pp | 69.5%+20.9pp |
| Annual return | 13.74% | 27.66%-13.9pp | 965.08%-951.3pp | 73.15%-59.4pp |
| Employer contribution / active EE | $2,480 | $2,068+19.9% | $2,839-12.7% | $2,343+5.9% |
| Participant deferral / active EE | $5,451 | $2,695+102.3% | $3,609+51.1% | $3,332+63.6% |
| Admin fee / account holder | $2,368 | $3,584-33.9% | $4,904-51.7% | $4,645-49.0% |