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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 | $45,041+153.9% | $63,003+81.5% | $70,131+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 | 87.59%-75.2pp | 73.14%-60.7pp |
| Employer contribution / active EE | $4,800 | $2,052+133.9% | $2,760+73.9% | $2,342+104.9% |
| Participant deferral / active EE | $4,372 | $2,465+77.4% | $3,329+31.3% | $3,332+31.2% |
| Admin fee / account holder | $7,849 | $2,836+176.8% | $3,600+118.0% | $4,645+69.0% |