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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 | $112,158 | $71,215+57.5% | $93,696+19.7% | $80,935+38.6% |
| Participation rate | 97.7% | 60.4%+37.3pp | 68.7%+29.0pp | 67.7%+30.0pp |
| Annual return | 21.69% | 11.27%+10.4pp | 133.74%-112.1pp | 35.66%-14.0pp |
| Employer contribution / active EE | $5,550 | $1,565+254.6% | $2,422+129.2% | $2,757+101.3% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4,639 | $6,958-33.3% | $8,287-44.0% | $6,924-33.0% |