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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 | $136,029 | $95,383+42.6% | $185,837-26.8% | $85,856+58.4% |
| Participation rate | 97.6% | 68.8%+28.9pp | 81.7%+15.9pp | 69.3%+28.3pp |
| Annual return | 11.99% | 23.59%-11.6pp | 122.08%-110.1pp | 318.58%-306.6pp |
| Employer contribution / active EE | $6,740 | $3,313+103.4% | $5,168+30.4% | $2,565+162.7% |
| Participant deferral / active EE | $1,701 | $3,423-50.3% | $5,568-69.5% | $3,952-57.0% |
| Admin fee / account holder | $5,328 | $7,213-26.1% | $16,241-67.2% | $6,261-14.9% |