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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 | $174,302 | $51,638+237.5% | $68,368+154.9% | $82,448+111.4% |
| Participation rate | 96.3% | 63.6%+32.7pp | 73.8%+22.5pp | 68.1%+28.2pp |
| Annual return | 16.65% | 37.53%-20.9pp | 292.57%-275.9pp | 41.64%-25.0pp |
| Employer contribution / active EE | $7,064 | $2,047+245.2% | $2,649+166.7% | $2,551+176.9% |
| Participant deferral / active EE | $13,756 | $2,914+372.1% | $4,123+233.7% | $4,139+232.3% |
| Admin fee / account holder | $2,752 | $4,643-40.7% | $5,150-46.6% | $7,234-62.0% |