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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 | $124,752 | $58,311+113.9% | $81,882+52.4% | $80,959+54.1% |
| Participation rate | 91.8% | 63.5%+28.4pp | 72.4%+19.4pp | 67.7%+24.2pp |
| Annual return | 18.56% | 41.85%-23.3pp | 779.47%-760.9pp | 35.67%-17.1pp |
| Employer contribution / active EE | $4,916 | $2,347+109.5% | $2,916+68.6% | $2,757+78.3% |
| Participant deferral / active EE | $4,461 | $3,287+35.7% | $4,323+3.2% | $4,300+3.7% |
| Admin fee / account holder | $4,665 | $4,752-1.8% | $7,360-36.6% | $6,925-32.6% |