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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 | $135,739 | $49,255+175.6% | $70,494+92.6% | $79,856+70.0% |
| Participation rate | 96.2% | 69.2%+27.0pp | 75.1%+21.1pp | 69.6%+26.5pp |
| Annual return | 11.60% | 30.10%-18.5pp | 109.16%-97.6pp | 31.71%-20.1pp |
| Employer contribution / active EE | $4,713 | $2,100+124.4% | $2,738+72.1% | $2,471+90.7% |
| Participant deferral / active EE | $2,946 | $2,768+6.4% | $3,711-20.6% | $3,741-21.2% |
| Admin fee / account holder | $5,361 | $2,879+86.2% | $3,848+39.3% | $5,306+1.0% |