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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 | $129,674 | $48,327+168.3% | $67,575+91.9% | $80,935+60.2% |
| Participation rate | 96.8% | 66.4%+30.4pp | 72.9%+23.9pp | 67.7%+29.1pp |
| Annual return | 27.01% | 18.31%+8.7pp | 3528.98%-3502.0pp | 35.66%-8.6pp |
| Employer contribution / active EE | $11,018 | $2,022+444.8% | $2,736+302.8% | $2,757+299.7% |
| Participant deferral / active EE | $6,681 | $2,927+128.2% | $4,003+66.9% | $4,299+55.4% |
| Admin fee / account holder | $5,397 | $3,692+46.2% | $3,993+35.2% | $6,924-22.1% |