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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 | $71,208+90.2% | $93,681+44.5% | $80,911+67.4% |
| Participation rate | 97.8% | 60.4%+37.4pp | 68.7%+29.1pp | 67.6%+30.2pp |
| Annual return | 27.39% | 11.27%+16.1pp | 133.47%-106.1pp | 35.63%-8.2pp |
| Employer contribution / active EE | $12,303 | $1,564+686.4% | $2,422+407.9% | $2,756+346.4% |
| Participant deferral / active EE | $4,308 | $4,035+6.8% | $4,415-2.4% | $4,297+0.3% |
| Admin fee / account holder | $22,232 | $6,951+219.9% | $8,290+168.2% | $6,935+220.6% |