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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 | $48,314+150.7% | $67,561+79.3% | $80,925+49.7% |
| Participation rate | 97.6% | 66.4%+31.2pp | 72.9%+24.7pp | 67.7%+30.0pp |
| Annual return | 12.46% | 18.28%-5.8pp | 3525.44%-3513.0pp | 35.65%-23.2pp |
| Employer contribution / active EE | $9,519 | $2,022+370.8% | $2,735+248.1% | $2,756+245.3% |
| Participant deferral / active EE | $6,804 | $2,927+132.5% | $4,003+70.0% | $4,299+58.3% |
| Admin fee / account holder | $11,668 | $3,690+216.2% | $4,006+191.3% | $6,940+68.1% |