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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 | $123,770 | $59,440+108.2% | $78,004+58.7% | $82,637+49.8% |
| Participation rate | 96.1% | 62.8%+33.3pp | 69.4%+26.6pp | 68.1%+28.0pp |
| Annual return | 14.13% | 40.24%-26.1pp | 31.07%-16.9pp | 53.51%-39.4pp |
| Employer contribution / active EE | $893 | $1,750-49.0% | $2,469-63.8% | $2,552-65.0% |
| Participant deferral / active EE | $4,685 | $3,138+49.3% | $4,092+14.5% | $4,126+13.6% |
| Admin fee / account holder | $13,053 | $5,504+137.1% | $7,578+72.2% | $7,339+77.9% |