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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 | $115,775 | $61,125+89.4% | $94,057+23.1% | $87,485+32.3% |
| Participation rate | 94.7% | 64.1%+30.6pp | 73.3%+21.3pp | 68.9%+25.7pp |
| Annual return | 14.39% | 35.20%-20.8pp | 480.62%-466.2pp | 26.06%-11.7pp |
| Employer contribution / active EE | $3,168 | $2,136+48.3% | $2,933+8.0% | $2,596+22.0% |
| Participant deferral / active EE | $6,718 | $3,260+106.1% | $4,709+42.6% | $4,274+57.2% |
| Admin fee / account holder | $2,243 | $5,629-60.1% | $7,244-69.0% | $7,775-71.1% |