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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 | $126,161 | $95,383+32.3% | $185,837-32.1% | $85,856+46.9% |
| Participation rate | 97.6% | 68.8%+28.9pp | 81.7%+15.9pp | 69.3%+28.3pp |
| Annual return | 15.59% | 23.59%-8.0pp | 122.08%-106.5pp | 318.58%-303.0pp |
| Employer contribution / active EE | $3,798 | $3,313+14.6% | $5,168-26.5% | $2,565+48.1% |
| Participant deferral / active EE | $6,967 | $3,423+103.5% | $5,568+25.1% | $3,952+76.3% |
| Admin fee / account holder | $50,980 | $7,213+606.8% | $16,241+213.9% | $6,261+714.3% |