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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 | $119,333 | $77,908+53.2% | $149,696-20.3% | $75,173+58.7% |
| Participation rate | 97.3% | 65.6%+31.7pp | 78.8%+18.5pp | 67.2%+30.1pp |
| Annual return | 14.84% | 31.73%-16.9pp | 134.46%-119.6pp | 160.72%-145.9pp |
| Employer contribution / active EE | $8,565 | $3,138+173.0% | $4,821+77.7% | $2,671+220.7% |
| Participant deferral / active EE | $4,274 | $3,411+25.3% | $5,682-24.8% | $4,126+3.6% |
| Admin fee / account holder | $2,920 | $5,950-50.9% | $13,212-77.9% | $5,651-48.3% |