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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 | $159,034 | $86,288+84.3% | $111,306+42.9% | $85,851+85.2% |
| Participation rate | 92.7% | 73.3%+19.4pp | 77.3%+15.4pp | 69.3%+23.4pp |
| Annual return | 20.81% | 19.99%+0.8pp | 54.67%-33.9pp | 318.63%-297.8pp |
| Employer contribution / active EE | $5,958 | $2,044+191.6% | $2,732+118.1% | $2,565+132.3% |
| Participant deferral / active EE | $12,112 | $3,641+232.7% | $4,488+169.9% | $3,952+206.4% |
| Admin fee / account holder | $1,920 | $8,189-76.6% | $7,966-75.9% | $6,261-69.3% |