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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 | $131,981 | $78,670+67.8% | $109,173+20.9% | $85,847+53.7% |
| Participation rate | 95.8% | 68.3%+27.6pp | 75.9%+20.0pp | 69.3%+26.5pp |
| Annual return | 15.84% | 25.09%-9.3pp | 25.75%-9.9pp | 318.61%-302.8pp |
| Employer contribution / active EE | $5,725 | $2,734+109.4% | $3,723+53.8% | $2,565+123.2% |
| Participant deferral / active EE | $5,507 | $3,467+58.8% | $4,654+18.3% | $3,952+39.3% |
| Admin fee / account holder | $3,372 | $5,469-38.3% | $6,755-50.1% | $6,261-46.1% |