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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 | $113,722 | $51,638+120.2% | $68,368+66.3% | $82,448+37.9% |
| Participation rate | 95.3% | 63.6%+31.7pp | 73.8%+21.6pp | 68.1%+27.3pp |
| Annual return | 19.81% | 37.53%-17.7pp | 292.57%-272.8pp | 41.64%-21.8pp |
| Employer contribution / active EE | $6,491 | $2,047+217.2% | $2,649+145.1% | $2,551+154.5% |
| Participant deferral / active EE | $10,840 | $2,914+272.0% | $4,123+162.9% | $4,139+161.9% |
| Admin fee / account holder | $5,211 | $4,643+12.2% | $5,150+1.2% | $7,234-28.0% |