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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 | $135,054 | $51,638+161.5% | $129,406+4.4% | $80,959+66.8% |
| Participation rate | 85.5% | 56.9%+28.5pp | 69.6%+15.8pp | 67.7%+17.8pp |
| Annual return | 18.54% | 20.78%-2.2pp | 9468.18%-9449.6pp | 35.67%-17.1pp |
| Employer contribution / active EE | $5,000 | $1,584+215.8% | $4,155+20.3% | $2,757+81.4% |
| Participant deferral / active EE | $14,727 | $2,670+451.5% | $4,167+253.4% | $4,300+242.5% |
| Admin fee / account holder | $7,337 | $4,313+70.1% | $7,689-4.6% | $6,925+5.9% |