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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 | $119,249 | $48,337+146.7% | $67,560+76.5% | $80,959+47.3% |
| Participation rate | 95.6% | 66.4%+29.1pp | 72.9%+22.6pp | 67.7%+27.9pp |
| Annual return | 14.95% | 18.26%-3.3pp | 3533.50%-3518.5pp | 35.67%-20.7pp |
| Employer contribution / active EE | $4,363 | $2,023+115.7% | $2,737+59.4% | $2,757+58.2% |
| Participant deferral / active EE | $3,395 | $2,928+15.9% | $4,004-15.2% | $4,300-21.1% |
| Admin fee / account holder | $11,520 | $3,695+211.7% | $3,994+188.4% | $6,925+66.4% |