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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 | $117,283 | $48,337+142.6% | $67,560+73.6% | $80,959+44.9% |
| Participation rate | 91.1% | 66.4%+24.6pp | 72.9%+18.1pp | 67.7%+23.4pp |
| Annual return | 18.99% | 18.26%+0.7pp | 3533.50%-3514.5pp | 35.67%-16.7pp |
| Employer contribution / active EE | $824 | $2,023-59.3% | $2,737-69.9% | $2,757-70.1% |
| Participant deferral / active EE | $7,595 | $2,928+159.4% | $4,004+89.7% | $4,300+76.6% |
| Admin fee / account holder | $2,404 | $3,695-34.9% | $3,994-39.8% | $6,925-65.3% |