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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 | $135,632 | $70,684+91.9% | $169,390-19.9% | $75,173+80.4% |
| Participation rate | 95.1% | 64.8%+30.3pp | 77.2%+17.9pp | 67.2%+27.9pp |
| Annual return | 18.97% | 36.38%-17.4pp | 406.07%-387.1pp | 160.72%-141.8pp |
| Employer contribution / active EE | $4,768 | $2,211+115.6% | $4,013+18.8% | $2,671+78.5% |
| Participant deferral / active EE | $5,562 | $4,310+29.1% | $6,222-10.6% | $4,126+34.8% |
| Admin fee / account holder | $8,251 | $5,404+52.7% | $9,015-8.5% | $5,651+46.0% |