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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 | $151,573 | $78,670+92.7% | $109,173+38.8% | $85,847+76.6% |
| Participation rate | 94.1% | 68.3%+25.8pp | 75.9%+18.2pp | 69.3%+24.8pp |
| Annual return | 18.74% | 25.09%-6.4pp | 25.75%-7.0pp | 318.61%-299.9pp |
| Employer contribution / active EE | $11,765 | $2,734+330.3% | $3,723+216.0% | $2,565+358.6% |
| Participant deferral / active EE | $9,044 | $3,467+160.8% | $4,654+94.3% | $3,952+128.8% |
| Admin fee / account holder | $5,121 | $5,469-6.4% | $6,755-24.2% | $6,261-18.2% |