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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 | $71,230+90.1% | $93,727+44.5% | $80,959+67.3% |
| Participation rate | 97.8% | 60.4%+37.4pp | 68.7%+29.1pp | 67.7%+30.2pp |
| Annual return | 27.39% | 11.26%+16.1pp | 133.83%-106.4pp | 35.67%-8.3pp |
| Employer contribution / active EE | $12,303 | $1,565+686.0% | $2,421+408.1% | $2,757+346.2% |
| Participant deferral / active EE | $4,308 | $4,037+6.7% | $4,417-2.5% | $4,300+0.2% |
| Admin fee / account holder | $22,232 | $6,961+219.4% | $8,292+168.1% | $6,925+221.0% |