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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 | $123,096 | $45,152+172.6% | $73,835+66.7% | $59,633+106.4% |
| Participation rate | 96.3% | 64.0%+32.3pp | 73.4%+22.9pp | 68.7%+27.6pp |
| Annual return | 1.60% | 27.40%-25.8pp | 2268.13%-2266.5pp | 2041.40%-2039.8pp |
| Employer contribution / active EE | $4,430 | $1,901+133.0% | $2,788+58.9% | $2,203+101.1% |
| Participant deferral / active EE | $7,204 | $2,573+180.0% | $3,583+101.1% | $3,192+125.7% |
| Admin fee / account holder | $5,290 | $3,515+50.5% | $4,880+8.4% | $4,297+23.1% |