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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 | $131,851 | $48,118+174.0% | $136,833-3.6% | $94,015+40.2% |
| Participation rate | 97.3% | 47.4%+49.9pp | 59.0%+38.3pp | 70.8%+26.5pp |
| Annual return | 53.54% | 14.65%+38.9pp | 35.32%+18.2pp | 17.84%+35.7pp |
| Employer contribution / active EE | $4,121 | $821+402.2% | $1,319+212.6% | $2,790+47.7% |
| Participant deferral / active EE | $10,029 | $1,651+507.5% | $2,441+310.9% | $4,249+136.0% |
| Admin fee / account holder | $2,289 | $3,059-25.2% | $4,706-51.4% | $8,951-74.4% |