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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 | $87,136 | $49,976+74.4% | $66,674+30.7% | $82,637+5.4% |
| Participation rate | 94.3% | 63.1%+31.2pp | 73.7%+20.6pp | 68.1%+26.2pp |
| Annual return | 18.75% | 39.09%-20.3pp | 321.24%-302.5pp | 53.51%-34.8pp |
| Employer contribution / active EE | $4,743 | $1,988+138.6% | $2,620+81.0% | $2,552+85.8% |
| Participant deferral / active EE | $7,442 | $2,847+161.4% | $4,084+82.2% | $4,126+80.4% |
| Admin fee / account holder | $9,652 | $4,594+110.1% | $5,098+89.3% | $7,339+31.5% |