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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 | $121,594 | $46,599+160.9% | $64,101+89.7% | $75,173+61.8% |
| Participation rate | 94.4% | 65.9%+28.5pp | 72.3%+22.1pp | 67.2%+27.2pp |
| Annual return | 16.70% | 26.06%-9.4pp | 33.72%-17.0pp | 160.72%-144.0pp |
| Employer contribution / active EE | $5,415 | $1,975+174.1% | $2,749+97.0% | $2,671+102.7% |
| Participant deferral / active EE | $4,245 | $2,837+49.6% | $3,881+9.4% | $4,126+2.9% |
| Admin fee / account holder | $5,512 | $2,956+86.5% | $3,070+79.5% | $5,651-2.5% |