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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 | $109,123 | $58,828+85.5% | $78,002+39.9% | $62,881+73.5% |
| Participation rate | 96.2% | 71.1%+25.2pp | 75.5%+20.7pp | 69.3%+26.9pp |
| Annual return | 5.27% | 17.16%-11.9pp | 425.99%-420.7pp | 20.14%-14.9pp |
| Employer contribution / active EE | $6,294 | $1,672+276.5% | $2,470+154.8% | $2,281+175.9% |
| Participant deferral / active EE | $5,835 | $2,686+117.3% | $3,497+66.9% | $3,203+82.2% |
| Admin fee / account holder | $5,448 | $4,393+24.0% | $5,481-0.6% | $4,296+26.8% |