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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 | $131,851 | $36,948+256.9% | $73,658+79.0% | $87,485+50.7% |
| Participation rate | 97.3% | 46.8%+50.5pp | 57.0%+40.3pp | 68.9%+28.4pp |
| Annual return | 53.54% | 28.64%+24.9pp | 29.72%+23.8pp | 26.06%+27.5pp |
| Employer contribution / active EE | $4,121 | $670+515.1% | $1,032+299.2% | $2,596+58.7% |
| Participant deferral / active EE | $10,029 | $1,379+627.2% | $2,062+386.4% | $4,274+134.7% |
| Admin fee / account holder | $2,289 | $2,531-9.5% | $3,357-31.8% | $7,775-70.6% |