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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 | $135,434 | $77,920+73.8% | $149,723-9.5% | $75,177+80.2% |
| Participation rate | 97.0% | 65.6%+31.4pp | 78.8%+18.2pp | 67.2%+29.8pp |
| Annual return | 16.22% | 31.72%-15.5pp | 134.50%-118.3pp | 160.75%-144.5pp |
| Employer contribution / active EE | $2,550 | $3,138-18.8% | $4,821-47.1% | $2,671-4.5% |
| Participant deferral / active EE | $7,055 | $3,411+106.8% | $5,682+24.2% | $4,126+71.0% |
| Admin fee / account holder | $21,397 | $5,951+259.6% | $13,215+61.9% | $5,651+278.6% |