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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 | $159,482 | $65,434+143.7% | $98,483+61.9% | $85,847+85.8% |
| Participation rate | 97.1% | 65.0%+32.1pp | 73.3%+23.8pp | 69.3%+27.8pp |
| Annual return | 14.43% | 21.75%-7.3pp | 1494.38%-1480.0pp | 318.61%-304.2pp |
| Employer contribution / active EE | $5,748 | $2,169+165.0% | $2,961+94.1% | $2,565+124.1% |
| Participant deferral / active EE | $11,529 | $3,168+264.0% | $4,276+169.6% | $3,952+191.7% |
| Admin fee / account holder | $1,954 | $4,595-57.5% | $5,953-67.2% | $6,261-68.8% |