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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 | $111,672 | $48,277+131.3% | $67,511+65.4% | $80,874+38.1% |
| Participation rate | 82.1% | 66.4%+15.8pp | 72.9%+9.3pp | 67.6%+14.5pp |
| Annual return | 12.75% | 18.27%-5.5pp | 3517.41%-3504.7pp | 35.62%-22.9pp |
| Employer contribution / active EE | $10,202 | $2,021+404.7% | $2,733+273.4% | $2,756+270.2% |
| Participant deferral / active EE | $8,033 | $2,926+174.5% | $4,000+100.8% | $4,297+87.0% |
| Admin fee / account holder | $5,062 | $3,687+37.3% | $3,999+26.6% | $6,935-27.0% |