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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 | $116,334 | $49,896+133.2% | $80,627+44.3% | $75,173+54.8% |
| Participation rate | 96.4% | 55.3%+41.1pp | 67.0%+29.4pp | 67.2%+29.2pp |
| Annual return | 15.12% | 34.67%-19.6pp | 936.76%-921.6pp | 160.72%-145.6pp |
| Employer contribution / active EE | $3,534 | $1,699+108.0% | $2,723+29.8% | $2,671+32.3% |
| Participant deferral / active EE | $4,432 | $2,992+48.1% | $4,443-0.3% | $4,126+7.4% |
| Admin fee / account holder | $993 | $3,578-72.2% | $5,381-81.5% | $5,651-82.4% |