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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 | $131,007 | $77,638+68.7% | $156,551-16.3% | $62,881+108.3% |
| Participation rate | 97.2% | 71.2%+26.0pp | 84.0%+13.2pp | 69.3%+27.9pp |
| Annual return | 5.62% | 50.33%-44.7pp | 32.23%-26.6pp | 20.14%-14.5pp |
| Employer contribution / active EE | $5,916 | $3,444+71.8% | $5,501+7.5% | $2,281+159.4% |
| Participant deferral / active EE | $2,912 | $3,046-4.4% | $4,871-40.2% | $3,203-9.1% |
| Admin fee / account holder | $11,497 | $5,561+106.7% | $13,028-11.8% | $4,296+167.6% |