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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 | $48,337+131.0% | $67,560+65.3% | $80,959+37.9% |
| Participation rate | 82.1% | 66.4%+15.7pp | 72.9%+9.2pp | 67.7%+14.5pp |
| Annual return | 12.75% | 18.26%-5.5pp | 3533.50%-3520.8pp | 35.67%-22.9pp |
| Employer contribution / active EE | $10,202 | $2,023+404.4% | $2,737+272.8% | $2,757+270.0% |
| Participant deferral / active EE | $8,033 | $2,928+174.3% | $4,004+100.6% | $4,300+86.8% |
| Admin fee / account holder | $5,062 | $3,695+37.0% | $3,994+26.7% | $6,925-26.9% |