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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 | $116,104 | $77,901+49.0% | $149,717-22.5% | $75,181+54.4% |
| Participation rate | 98.3% | 65.6%+32.8pp | 78.8%+19.6pp | 67.2%+31.1pp |
| Annual return | 15.80% | 31.73%-15.9pp | 134.41%-118.6pp | 160.69%-144.9pp |
| Employer contribution / active EE | $9,861 | $3,137+214.3% | $4,820+104.6% | $2,671+269.3% |
| Participant deferral / active EE | $6,748 | $3,411+97.8% | $5,682+18.8% | $4,126+63.5% |
| Admin fee / account holder | $1,898 | $5,949-68.1% | $13,213-85.6% | $5,650-66.4% |