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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 | $129,996 | $93,620+38.9% | $135,998-4.4% | $75,184+72.9% |
| Participation rate | 97.9% | 75.2%+22.7pp | 81.9%+15.9pp | 67.2%+30.7pp |
| Annual return | 16.32% | 31.00%-14.7pp | 68.37%-52.0pp | 160.78%-144.5pp |
| Employer contribution / active EE | $13,753 | $3,538+288.8% | $4,860+183.0% | $2,671+414.8% |
| Participant deferral / active EE | $17,336 | $6,406+170.6% | $7,761+123.4% | $4,127+320.1% |
| Admin fee / account holder | $3,931 | $6,980-43.7% | $10,769-63.5% | $5,652-30.4% |