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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 | $128,540 | $70,418+82.5% | $96,570+33.1% | $85,847+49.7% |
| Participation rate | 93.8% | 61.8%+31.9pp | 69.8%+23.9pp | 69.3%+24.4pp |
| Annual return | 14.79% | 18.59%-3.8pp | 37.79%-23.0pp | 318.61%-303.8pp |
| Employer contribution / active EE | $3,996 | $1,413+182.7% | $2,357+69.5% | $2,565+55.8% |
| Participant deferral / active EE | $5,003 | $2,894+72.9% | $3,849+30.0% | $3,952+26.6% |
| Admin fee / account holder | $2,691 | $4,995-46.1% | $6,182-56.5% | $6,261-57.0% |