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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 | $114,368 | $45,050+153.9% | $63,018+81.5% | $70,126+63.1% |
| Participation rate | 90.3% | 69.5%+20.8pp | 74.8%+15.5pp | 69.5%+20.7pp |
| Annual return | 12.39% | 18.76%-6.4pp | 87.62%-75.2pp | 73.15%-60.8pp |
| Employer contribution / active EE | $4,800 | $2,052+133.9% | $2,761+73.9% | $2,343+104.9% |
| Participant deferral / active EE | $4,372 | $2,466+77.3% | $3,330+31.3% | $3,332+31.2% |
| Admin fee / account holder | $7,849 | $2,834+177.0% | $3,601+118.0% | $4,645+69.0% |