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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 | $134,872 | $28,624+371.2% | $53,647+151.4% | $82,637+63.2% |
| Participation rate | 96.6% | 47.3%+49.3pp | 56.3%+40.3pp | 68.1%+28.5pp |
| Annual return | 16.20% | 664.98%-648.8pp | 358.33%-342.1pp | 53.51%-37.3pp |
| Employer contribution / active EE | $4,162 | $637+553.8% | $962+332.7% | $2,552+63.1% |
| Participant deferral / active EE | $3,341 | $1,196+179.3% | $1,813+84.3% | $4,126-19.0% |
| Admin fee / account holder | $9,631 | $2,022+376.4% | $2,460+291.5% | $7,339+31.2% |