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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 | $129,994 | $70,917+83.3% | $98,920+31.4% | $73,497+76.9% |
| Participation rate | 95.2% | 73.8%+21.4pp | 76.0%+19.2pp | 70.7%+24.6pp |
| Annual return | 25.66% | 34.18%-8.5pp | 196.47%-170.8pp | 28.51%-2.9pp |
| Employer contribution / active EE | $3,591 | $2,037+76.3% | $2,689+33.5% | $2,270+58.2% |
| Participant deferral / active EE | $5,059 | $3,501+44.5% | $4,245+19.2% | $3,740+35.3% |
| Admin fee / account holder | $16,436 | $535+2972.8% | $6,643+147.4% | $513+3103.4% |