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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 | $111,309 | $58,828+89.2% | $78,002+42.7% | $62,881+77.0% |
| Participation rate | 91.2% | 71.1%+20.1pp | 75.5%+15.7pp | 69.3%+21.9pp |
| Annual return | 6.75% | 17.16%-10.4pp | 425.99%-419.2pp | 20.14%-13.4pp |
| Employer contribution / active EE | $3,380 | $1,672+102.2% | $2,470+36.8% | $2,281+48.2% |
| Participant deferral / active EE | $4,734 | $2,686+76.3% | $3,497+35.4% | $3,203+47.8% |
| Admin fee / account holder | $11,420 | $4,393+159.9% | $5,481+108.4% | $4,296+165.8% |