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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 | $126,640 | $48,337+162.0% | $67,560+87.4% | $80,959+56.4% |
| Participation rate | 76.0% | 66.4%+9.6pp | 72.9%+3.1pp | 67.7%+8.3pp |
| Annual return | 16.59% | 18.26%-1.7pp | 3533.50%-3516.9pp | 35.67%-19.1pp |
| Employer contribution / active EE | $7,145 | $2,023+253.3% | $2,737+161.1% | $2,757+159.1% |
| Participant deferral / active EE | $0 | $2,928-100.0% | $4,004-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,069 | $3,695-17.0% | $3,994-23.2% | $6,925-55.7% |