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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 | $131,516 | $84,236+56.1% | $170,435-22.8% | $70,126+87.5% |
| Participation rate | 98.1% | 70.8%+27.3pp | 83.6%+14.6pp | 69.5%+28.6pp |
| Annual return | 15.43% | 23.06%-7.6pp | 205.94%-190.5pp | 73.15%-57.7pp |
| Employer contribution / active EE | $11,187 | $3,387+230.3% | $5,432+105.9% | $2,343+377.5% |
| Participant deferral / active EE | $2,607 | $3,086-15.5% | $4,939-47.2% | $3,332-21.8% |
| Admin fee / account holder | $21,371 | $5,698+275.1% | $13,881+54.0% | $4,645+360.0% |