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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 | $48,284+131.3% | $67,524+65.4% | $80,911+38.0% |
| Participation rate | 82.1% | 66.4%+15.7pp | 72.9%+9.2pp | 67.6%+14.5pp |
| Annual return | 12.75% | 18.27%-5.5pp | 3519.41%-3506.7pp | 35.63%-22.9pp |
| Employer contribution / active EE | $10,202 | $2,021+404.7% | $2,734+273.2% | $2,756+270.2% |
| Participant deferral / active EE | $8,033 | $2,927+174.5% | $4,001+100.8% | $4,297+86.9% |
| Admin fee / account holder | $5,062 | $3,688+37.3% | $4,001+26.5% | $6,935-27.0% |