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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 | $121,198 | $51,606+134.9% | $129,339-6.3% | $80,911+49.8% |
| Participation rate | 96.8% | 57.0%+39.8pp | 69.6%+27.1pp | 67.6%+29.1pp |
| Annual return | 15.76% | 20.76%-5.0pp | 9437.05%-9421.3pp | 35.63%-19.9pp |
| Employer contribution / active EE | $5,276 | $1,582+233.4% | $4,154+27.0% | $2,756+91.4% |
| Participant deferral / active EE | $9,265 | $2,669+247.2% | $4,170+122.2% | $4,297+115.6% |
| Admin fee / account holder | $5,779 | $4,310+34.1% | $7,668-24.6% | $6,935-16.7% |