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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 | $51,642+134.7% | $129,384-6.3% | $80,935+49.7% |
| Participation rate | 96.8% | 56.9%+39.9pp | 69.6%+27.1pp | 67.7%+29.1pp |
| Annual return | 15.76% | 20.78%-5.0pp | 9461.77%-9446.0pp | 35.66%-19.9pp |
| Employer contribution / active EE | $5,276 | $1,583+233.3% | $4,153+27.0% | $2,757+91.4% |
| Participant deferral / active EE | $9,265 | $2,670+247.1% | $4,166+122.4% | $4,299+115.5% |
| Admin fee / account holder | $5,779 | $4,312+34.0% | $7,686-24.8% | $6,924-16.5% |