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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 | $135,407 | $71,197+90.2% | $93,669+44.6% | $80,925+67.3% |
| Participation rate | 97.8% | 60.4%+37.4pp | 68.7%+29.1pp | 67.7%+30.2pp |
| Annual return | 27.39% | 11.27%+16.1pp | 133.59%-106.2pp | 35.65%-8.3pp |
| Employer contribution / active EE | $12,303 | $1,565+686.3% | $2,424+407.7% | $2,756+346.4% |
| Participant deferral / active EE | $4,308 | $4,036+6.8% | $4,416-2.4% | $4,299+0.2% |
| Admin fee / account holder | $22,232 | $6,959+219.5% | $8,291+168.1% | $6,940+220.3% |