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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 | $131,836 | $86,288+52.8% | $111,306+18.4% | $85,851+53.6% |
| Participation rate | 94.4% | 73.3%+21.1pp | 77.3%+17.1pp | 69.3%+25.1pp |
| Annual return | 15.80% | 19.99%-4.2pp | 54.67%-38.9pp | 318.63%-302.8pp |
| Employer contribution / active EE | $6,345 | $2,044+210.5% | $2,732+132.2% | $2,565+147.3% |
| Participant deferral / active EE | $4,243 | $3,641+16.5% | $4,488-5.4% | $3,952+7.4% |
| Admin fee / account holder | $963 | $8,189-88.2% | $7,966-87.9% | $6,261-84.6% |