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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 | $58,258+114.1% | $81,820+52.5% | $80,925+54.2% |
| Participation rate | 91.8% | 63.5%+28.4pp | 72.4%+19.5pp | 67.7%+24.2pp |
| Annual return | 18.56% | 41.76%-23.2pp | 777.93%-759.4pp | 35.65%-17.1pp |
| Employer contribution / active EE | $4,916 | $2,345+109.6% | $2,915+68.7% | $2,756+78.4% |
| Participant deferral / active EE | $4,461 | $3,284+35.8% | $4,323+3.2% | $4,299+3.8% |
| Admin fee / account holder | $4,665 | $4,976-6.3% | $7,391-36.9% | $6,940-32.8% |