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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 | $130,012 | $51,638+151.8% | $68,368+90.2% | $82,448+57.7% |
| Participation rate | 94.8% | 63.6%+31.2pp | 73.8%+21.1pp | 68.1%+26.8pp |
| Annual return | 19.00% | 37.53%-18.5pp | 292.57%-273.6pp | 41.64%-22.6pp |
| Employer contribution / active EE | $7,430 | $2,047+263.1% | $2,649+180.5% | $2,551+191.3% |
| Participant deferral / active EE | $3,743 | $2,914+28.5% | $4,123-9.2% | $4,139-9.6% |
| Admin fee / account holder | $6,527 | $4,643+40.6% | $5,150+26.7% | $7,234-9.8% |