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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 | $48,314+146.8% | $67,561+76.5% | $80,925+47.4% |
| Participation rate | 95.6% | 66.4%+29.2pp | 72.9%+22.7pp | 67.7%+27.9pp |
| Annual return | 14.95% | 18.28%-3.3pp | 3525.44%-3510.5pp | 35.65%-20.7pp |
| Employer contribution / active EE | $4,363 | $2,022+115.8% | $2,735+59.5% | $2,756+58.3% |
| Participant deferral / active EE | $3,395 | $2,927+16.0% | $4,003-15.2% | $4,299-21.0% |
| Admin fee / account holder | $11,520 | $3,690+212.2% | $4,006+187.6% | $6,940+66.0% |