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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 | $119,275 | $52,279+128.1% | $89,435+33.4% | $79,856+49.4% |
| Participation rate | 96.0% | 57.5%+38.5pp | 68.0%+28.0pp | 69.6%+26.4pp |
| Annual return | 13.00% | 22.16%-9.2pp | 245.55%-232.6pp | 31.71%-18.7pp |
| Employer contribution / active EE | $3,048 | $1,572+93.9% | $2,587+17.8% | $2,471+23.3% |
| Participant deferral / active EE | $6,132 | $2,740+123.8% | $3,890+57.6% | $3,741+63.9% |
| Admin fee / account holder | $6,021 | $3,356+79.4% | $4,884+23.3% | $5,306+13.5% |