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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 | $121,133 | $48,337+150.6% | $67,560+79.3% | $80,959+49.6% |
| Participation rate | 97.6% | 66.4%+31.2pp | 72.9%+24.7pp | 67.7%+30.0pp |
| Annual return | 12.46% | 18.26%-5.8pp | 3533.50%-3521.0pp | 35.67%-23.2pp |
| Employer contribution / active EE | $9,519 | $2,023+370.6% | $2,737+247.8% | $2,757+245.2% |
| Participant deferral / active EE | $6,804 | $2,928+132.4% | $4,004+69.9% | $4,300+58.2% |
| Admin fee / account holder | $11,668 | $3,695+215.7% | $3,994+192.1% | $6,925+68.5% |