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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 | $124,040 | $58,828+110.9% | $78,002+59.0% | $62,881+97.3% |
| Participation rate | 97.6% | 71.1%+26.5pp | 75.5%+22.0pp | 69.3%+28.3pp |
| Annual return | 7.12% | 17.16%-10.0pp | 425.99%-418.9pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,569 | $1,672-6.1% | $2,470-36.5% | $2,281-31.2% |
| Participant deferral / active EE | $7,486 | $2,686+178.8% | $3,497+114.1% | $3,203+133.7% |
| Admin fee / account holder | $25,395 | $4,393+478.1% | $5,481+363.4% | $4,296+491.2% |