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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 | $127,950 | $49,976+156.0% | $66,674+91.9% | $82,637+54.8% |
| Participation rate | 96.3% | 63.1%+33.2pp | 73.7%+22.6pp | 68.1%+28.2pp |
| Annual return | 13.91% | 39.09%-25.2pp | 321.24%-307.3pp | 53.51%-39.6pp |
| Employer contribution / active EE | $2,839 | $1,988+42.8% | $2,620+8.4% | $2,552+11.2% |
| Participant deferral / active EE | $5,806 | $2,847+104.0% | $4,084+42.2% | $4,126+40.7% |
| Admin fee / account holder | $8,800 | $4,594+91.6% | $5,098+72.6% | $7,339+19.9% |