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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 | $116,465 | $55,453+110.0% | $170,439-31.7% | $62,293+87.0% |
| Participation rate | 99.0% | 66.4%+32.7pp | 83.6%+15.4pp | 69.5%+29.5pp |
| Annual return | 18.49% | 21.38%-2.9pp | 205.94%-187.5pp | 28.90%-10.4pp |
| Employer contribution / active EE | $5,692 | $2,164+163.1% | $5,433+4.8% | $2,042+178.7% |
| Participant deferral / active EE | $4,893 | $2,303+112.5% | $4,939-0.9% | $3,169+54.4% |
| Admin fee / account holder | $4,012 | $455+781.6% | $13,881-71.1% | $479+737.0% |