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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 | $131,472 | $137,414-4.3% | $189,520-30.6% | $85,856+53.1% |
| Participation rate | 97.3% | 84.6%+12.7pp | 87.8%+9.5pp | 69.3%+28.0pp |
| Annual return | 19.99% | 38.14%-18.2pp | 555.25%-535.3pp | 318.58%-298.6pp |
| Employer contribution / active EE | $12,285 | $4,344+182.8% | $6,161+99.4% | $2,565+378.9% |
| Participant deferral / active EE | $13,284 | $6,260+112.2% | $8,220+61.6% | $3,952+236.1% |
| Admin fee / account holder | $26,945 | $8,630+212.2% | $12,046+123.7% | $6,261+330.4% |