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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 | $143,588 | $88,672+61.9% | $105,223+36.5% | $82,448+74.2% |
| Participation rate | 97.2% | 67.9%+29.3pp | 75.0%+22.2pp | 68.1%+29.2pp |
| Annual return | 29.75% | 30.86%-1.1pp | 180.65%-150.9pp | 41.64%-11.9pp |
| Employer contribution / active EE | $5,556 | $3,048+82.3% | $3,689+50.6% | $2,551+117.8% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,950 | $7,146-44.7% | $8,859-55.4% | $7,234-45.4% |