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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 | $132,820 | $51,184+159.5% | $66,439+99.9% | $86,983+52.7% |
| Participation rate | 84.9% | 68.5%+16.4pp | 74.5%+10.4pp | 69.5%+15.4pp |
| Annual return | 12.98% | 17.07%-4.1pp | 757.66%-744.7pp | 25.83%-12.8pp |
| Employer contribution / active EE | $4,624 | $2,023+128.6% | $2,637+75.4% | $2,584+78.9% |
| Participant deferral / active EE | $8,543 | $2,927+191.8% | $3,876+120.4% | $4,194+103.7% |
| Admin fee / account holder | $3,418 | $4,154-17.7% | $6,173-44.6% | $7,856-56.5% |