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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 | $131,211 | $48,337+171.5% | $67,560+94.2% | $80,959+62.1% |
| Participation rate | 82.9% | 66.4%+16.5pp | 72.9%+10.0pp | 67.7%+15.2pp |
| Annual return | 14.27% | 18.26%-4.0pp | 3533.50%-3519.2pp | 35.67%-21.4pp |
| Employer contribution / active EE | $4,360 | $2,023+115.6% | $2,737+59.3% | $2,757+58.1% |
| Participant deferral / active EE | $12,666 | $2,928+332.5% | $4,004+216.3% | $4,300+194.5% |
| Admin fee / account holder | $10,635 | $3,695+187.8% | $3,994+166.3% | $6,925+53.6% |