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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 | $114,001 | $51,638+120.8% | $68,368+66.7% | $82,448+38.3% |
| Participation rate | 96.4% | 63.6%+32.8pp | 73.8%+22.7pp | 68.1%+28.4pp |
| Annual return | 13.94% | 37.53%-23.6pp | 292.57%-278.6pp | 41.64%-27.7pp |
| Employer contribution / active EE | $5,764 | $2,047+181.7% | $2,649+117.6% | $2,551+126.0% |
| Participant deferral / active EE | $11,941 | $2,914+309.8% | $4,123+189.6% | $4,139+188.5% |
| Admin fee / account holder | $2,379 | $4,643-48.8% | $5,150-53.8% | $7,234-67.1% |