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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 | $125,314 | $84,236+48.8% | $170,435-26.5% | $70,126+78.7% |
| Participation rate | 98.9% | 70.8%+28.1pp | 83.6%+15.3pp | 69.5%+29.4pp |
| Annual return | 15.93% | 23.06%-7.1pp | 205.94%-190.0pp | 73.15%-57.2pp |
| Employer contribution / active EE | $9,812 | $3,387+189.7% | $5,432+80.6% | $2,343+318.9% |
| Participant deferral / active EE | $4,759 | $3,086+54.2% | $4,939-3.7% | $3,332+42.8% |
| Admin fee / account holder | $4,552 | $5,698-20.1% | $13,881-67.2% | $4,645-2.0% |