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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 | $120,801 | $51,638+133.9% | $68,368+76.7% | $82,448+46.5% |
| Participation rate | 95.0% | 63.6%+31.4pp | 73.8%+21.2pp | 68.1%+26.9pp |
| Annual return | 20.31% | 37.53%-17.2pp | 292.57%-272.3pp | 41.64%-21.3pp |
| Employer contribution / active EE | $4,575 | $2,047+123.6% | $2,649+72.7% | $2,551+79.4% |
| Participant deferral / active EE | $7,678 | $2,914+163.5% | $4,123+86.2% | $4,139+85.5% |
| Admin fee / account holder | $4,311 | $4,643-7.2% | $5,150-16.3% | $7,234-40.4% |