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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 | $48,314+131.1% | $67,561+65.3% | $80,925+38.0% |
| Participation rate | 82.1% | 66.4%+15.7pp | 72.9%+9.2pp | 67.7%+14.5pp |
| Annual return | 12.75% | 18.28%-5.5pp | 3525.44%-3512.7pp | 35.65%-22.9pp |
| Employer contribution / active EE | $10,202 | $2,022+404.6% | $2,735+273.1% | $2,756+270.1% |
| Participant deferral / active EE | $8,033 | $2,927+174.5% | $4,003+100.7% | $4,299+86.9% |
| Admin fee / account holder | $5,062 | $3,690+37.2% | $4,006+26.4% | $6,940-27.1% |