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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 | $93,589+38.9% | $135,942-4.4% | $75,181+72.9% |
| Participation rate | 97.9% | 75.2%+22.7pp | 81.9%+16.0pp | 67.2%+30.7pp |
| Annual return | 16.32% | 30.90%-14.6pp | 68.28%-52.0pp | 160.69%-144.4pp |
| Employer contribution / active EE | $13,753 | $3,537+288.8% | $4,858+183.1% | $2,671+415.0% |
| Participant deferral / active EE | $17,336 | $6,405+170.7% | $7,759+123.4% | $4,126+320.2% |
| Admin fee / account holder | $3,931 | $6,977-43.7% | $10,764-63.5% | $5,650-30.4% |