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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 | $120,631 | $77,638+55.4% | $156,551-22.9% | $62,881+91.8% |
| Participation rate | 98.1% | 71.2%+26.9pp | 84.0%+14.1pp | 69.3%+28.8pp |
| Annual return | 6.80% | 50.33%-43.5pp | 32.23%-25.4pp | 20.14%-13.3pp |
| Employer contribution / active EE | $4,516 | $3,444+31.1% | $5,501-17.9% | $2,281+98.0% |
| Participant deferral / active EE | $3,082 | $3,046+1.2% | $4,871-36.7% | $3,203-3.8% |
| Admin fee / account holder | $16,153 | $5,561+190.5% | $13,028+24.0% | $4,296+276.0% |