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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 | $110,569 | $58,828+88.0% | $78,002+41.8% | $62,881+75.8% |
| Participation rate | 95.2% | 71.1%+24.2pp | 75.5%+19.7pp | 69.3%+25.9pp |
| Annual return | 7.42% | 17.16%-9.7pp | 425.99%-418.6pp | 20.14%-12.7pp |
| Employer contribution / active EE | $3,111 | $1,672+86.1% | $2,470+25.9% | $2,281+36.4% |
| Participant deferral / active EE | $7,049 | $2,686+162.5% | $3,497+101.6% | $3,203+120.1% |
| Admin fee / account holder | $15,268 | $4,393+247.5% | $5,481+178.6% | $4,296+255.4% |