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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 | $128,993 | $48,314+167.0% | $67,561+90.9% | $80,925+59.4% |
| Participation rate | 97.4% | 66.4%+31.0pp | 72.9%+24.5pp | 67.7%+29.8pp |
| Annual return | 14.62% | 18.28%-3.7pp | 3525.44%-3510.8pp | 35.65%-21.0pp |
| Employer contribution / active EE | $4,561 | $2,022+125.6% | $2,735+66.8% | $2,756+65.5% |
| Participant deferral / active EE | $4,252 | $2,927+45.3% | $4,003+6.2% | $4,299-1.1% |
| Admin fee / account holder | $8,893 | $3,690+141.0% | $4,006+122.0% | $6,940+28.1% |