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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 | $148,525 | $71,230+108.5% | $93,727+58.5% | $80,959+83.5% |
| Participation rate | 91.4% | 60.4%+31.0pp | 68.7%+22.7pp | 67.7%+23.8pp |
| Annual return | 13.04% | 11.26%+1.8pp | 133.83%-120.8pp | 35.67%-22.6pp |
| Employer contribution / active EE | $2,754 | $1,565+76.0% | $2,421+13.8% | $2,757-0.1% |
| Participant deferral / active EE | $5,116 | $4,037+26.7% | $4,417+15.8% | $4,300+19.0% |
| Admin fee / account holder | $18,904 | $6,961+171.6% | $8,292+128.0% | $6,925+173.0% |