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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 | $89,259+49.3% | $107,187+24.3% | $82,637+61.3% |
| Participation rate | 98.2% | 67.9%+30.3pp | 75.0%+23.2pp | 68.1%+30.1pp |
| Annual return | 15.42% | 21.02%-5.6pp | 204.55%-189.1pp | 53.51%-38.1pp |
| Employer contribution / active EE | $4,439 | $3,080+44.1% | $3,782+17.4% | $2,552+74.0% |
| Participant deferral / active EE | $9,484 | $4,037+134.9% | $5,096+86.1% | $4,126+129.9% |
| Admin fee / account holder | $1,304 | $7,381-82.3% | $9,162-85.8% | $7,339-82.2% |