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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 | $162,950 | $71,230+128.8% | $93,727+73.9% | $80,959+101.3% |
| Participation rate | 93.3% | 60.4%+32.9pp | 68.7%+24.6pp | 67.7%+25.7pp |
| Annual return | 11.99% | 11.26%+0.7pp | 133.83%-121.8pp | 35.67%-23.7pp |
| Employer contribution / active EE | $3,904 | $1,565+149.4% | $2,421+61.2% | $2,757+41.6% |
| Participant deferral / active EE | $9,017 | $4,037+123.3% | $4,417+104.1% | $4,300+109.7% |
| Admin fee / account holder | $34,027 | $6,961+388.8% | $8,292+310.4% | $6,925+391.3% |