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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 | $156,899 | $58,275+169.2% | $81,844+91.7% | $80,935+93.9% |
| Participation rate | 95.7% | 63.5%+32.3pp | 72.4%+23.4pp | 67.7%+28.1pp |
| Annual return | 20.14% | 41.82%-21.7pp | 778.87%-758.7pp | 35.66%-15.5pp |
| Employer contribution / active EE | $5,853 | $2,346+149.5% | $2,916+100.7% | $2,757+112.3% |
| Participant deferral / active EE | $7,427 | $3,285+126.1% | $4,323+71.8% | $4,299+72.8% |
| Admin fee / account holder | $8,551 | $4,749+80.1% | $7,355+16.3% | $6,924+23.5% |