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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 | $129,285 | $94,436+36.9% | $115,599+11.8% | $82,637+56.4% |
| Participation rate | 97.7% | 70.4%+27.2pp | 74.3%+23.4pp | 68.1%+29.6pp |
| Annual return | 18.91% | 18.37%+0.5pp | 111.10%-92.2pp | 53.51%-34.6pp |
| Employer contribution / active EE | $7,627 | $2,324+228.2% | $2,955+158.1% | $2,552+198.9% |
| Participant deferral / active EE | $23,786 | $3,955+501.4% | $4,889+386.5% | $4,126+476.5% |
| Admin fee / account holder | $5,563 | $10,328-46.1% | $12,841-56.7% | $7,339-24.2% |