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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 | $147,442 | $60,139+145.2% | $90,461+63.0% | $79,856+84.6% |
| Participation rate | 86.3% | 65.0%+21.3pp | 72.7%+13.6pp | 69.6%+16.6pp |
| Annual return | 21.98% | 71.96%-50.0pp | 1294.76%-1272.8pp | 31.71%-9.7pp |
| Employer contribution / active EE | $5,598 | $2,069+170.6% | $3,264+71.5% | $2,471+126.5% |
| Participant deferral / active EE | $3,729 | $2,939+26.9% | $3,964-5.9% | $3,741-0.3% |
| Admin fee / account holder | $5,350 | $3,978+34.5% | $5,617-4.7% | $5,306+0.8% |