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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 | $132,111 | $65,364+102.1% | $92,909+42.2% | $72,975+81.0% |
| Participation rate | 94.6% | 68.3%+26.3pp | 76.0%+18.6pp | 69.5%+25.1pp |
| Annual return | 20.38% | 42.11%-21.7pp | 109.44%-89.1pp | 81.01%-60.6pp |
| Employer contribution / active EE | $4,515 | $2,594+74.0% | $3,653+23.6% | $2,440+85.0% |
| Participant deferral / active EE | $3,282 | $3,128+4.9% | $4,238-22.6% | $3,608-9.0% |
| Admin fee / account holder | $20,585 | $4,251+384.2% | $5,795+255.2% | $5,124+301.7% |