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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 | $49,976+127.6% | $66,674+70.6% | $82,637+37.6% |
| Participation rate | 95.3% | 63.1%+32.3pp | 73.7%+21.7pp | 68.1%+27.3pp |
| Annual return | 19.81% | 39.09%-19.3pp | 321.24%-301.4pp | 53.51%-33.7pp |
| Employer contribution / active EE | $6,491 | $1,988+226.5% | $2,620+147.8% | $2,552+154.3% |
| Participant deferral / active EE | $10,840 | $2,847+280.8% | $4,084+165.4% | $4,126+162.7% |
| Admin fee / account holder | $5,211 | $4,594+13.4% | $5,098+2.2% | $7,339-29.0% |