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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 | $98,724 | $86,298+14.4% | $111,308-11.3% | $85,847+15.0% |
| Participation rate | 98.0% | 73.3%+24.7pp | 77.3%+20.7pp | 69.3%+28.7pp |
| Annual return | 28.27% | 19.99%+8.3pp | 54.67%-26.4pp | 318.61%-290.3pp |
| Employer contribution / active EE | $5,057 | $2,044+147.4% | $2,732+85.1% | $2,565+97.1% |
| Participant deferral / active EE | $6,479 | $3,641+77.9% | $4,487+44.4% | $3,952+63.9% |
| Admin fee / account holder | $3,001 | $8,189-63.4% | $7,965-62.3% | $6,261-52.1% |