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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 | $136,862 | $57,140+139.5% | $85,240+60.6% | $80,959+69.1% |
| Participation rate | 95.9% | 56.4%+39.5pp | 67.5%+28.4pp | 67.7%+28.2pp |
| Annual return | 11.44% | 21.71%-10.3pp | 66.75%-55.3pp | 35.67%-24.2pp |
| Employer contribution / active EE | $3,688 | $1,802+104.7% | $2,735+34.8% | $2,757+33.8% |
| Participant deferral / active EE | $4,839 | $3,115+55.3% | $4,527+6.9% | $4,300+12.5% |
| Admin fee / account holder | $16,907 | $4,992+238.7% | $6,165+174.3% | $6,925+144.1% |