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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 | $133,285 | $88,672+50.3% | $105,223+26.7% | $82,448+61.7% |
| Participation rate | 98.2% | 67.9%+30.3pp | 75.0%+23.1pp | 68.1%+30.1pp |
| Annual return | 15.42% | 30.86%-15.4pp | 180.65%-165.2pp | 41.64%-26.2pp |
| Employer contribution / active EE | $4,439 | $3,048+45.7% | $3,689+20.4% | $2,551+74.0% |
| Participant deferral / active EE | $9,484 | $4,036+135.0% | $5,072+87.0% | $4,139+129.1% |
| Admin fee / account holder | $1,304 | $7,146-81.8% | $8,859-85.3% | $7,234-82.0% |