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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 | $71,197+128.9% | $93,669+74.0% | $80,925+101.4% |
| Participation rate | 93.3% | 60.4%+32.9pp | 68.7%+24.6pp | 67.7%+25.7pp |
| Annual return | 11.99% | 11.27%+0.7pp | 133.59%-121.6pp | 35.65%-23.7pp |
| Employer contribution / active EE | $3,904 | $1,565+149.5% | $2,424+61.1% | $2,756+41.6% |
| Participant deferral / active EE | $9,017 | $4,036+123.4% | $4,416+104.2% | $4,299+109.8% |
| Admin fee / account holder | $34,027 | $6,959+389.0% | $8,291+310.4% | $6,940+390.3% |