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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 | $134,780 | $57,312+135.2% | $86,617+55.6% | $75,181+79.3% |
| Participation rate | 96.0% | 63.2%+32.8pp | 71.7%+24.3pp | 67.2%+28.8pp |
| Annual return | 17.90% | 2672.78%-2654.9pp | 591.91%-574.0pp | 160.69%-142.8pp |
| Employer contribution / active EE | $3,986 | $2,315+72.1% | $3,023+31.8% | $2,671+49.2% |
| Participant deferral / active EE | $7,668 | $3,319+131.0% | $4,437+72.8% | $4,126+85.8% |
| Admin fee / account holder | $2,178 | $4,114-47.1% | $5,613-61.2% | $5,650-61.4% |