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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 | $129,144 | $89,364+44.5% | $141,177-8.5% | $72,983+77.0% |
| Participation rate | 98.5% | 75.1%+23.4pp | 82.5%+16.0pp | 69.5%+29.0pp |
| Annual return | 25.76% | 111.86%-86.1pp | 71.40%-45.6pp | 81.01%-55.2pp |
| Employer contribution / active EE | $5,146 | $3,115+65.2% | $4,736+8.7% | $2,440+110.9% |
| Participant deferral / active EE | $10,572 | $5,419+95.1% | $6,710+57.6% | $3,608+193.1% |
| Admin fee / account holder | $16,568 | $5,959+178.0% | $10,263+61.4% | $5,124+223.3% |