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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 | $129,051 | $51,638+149.9% | $68,368+88.8% | $82,448+56.5% |
| Participation rate | 93.3% | 63.6%+29.7pp | 73.8%+19.6pp | 68.1%+25.3pp |
| Annual return | 18.10% | 37.53%-19.4pp | 292.57%-274.5pp | 41.64%-23.5pp |
| Employer contribution / active EE | $6,396 | $2,047+212.5% | $2,649+141.5% | $2,551+150.7% |
| Participant deferral / active EE | $6,070 | $2,914+108.3% | $4,123+47.2% | $4,139+46.6% |
| Admin fee / account holder | $3,235 | $4,643-30.3% | $5,150-37.2% | $7,234-55.3% |