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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 | $229,122 | $48,337+374.0% | $67,560+239.1% | $80,959+183.0% |
| Participation rate | 93.0% | 66.4%+26.6pp | 72.9%+20.1pp | 67.7%+25.4pp |
| Annual return | 11.56% | 18.26%-6.7pp | 3533.50%-3521.9pp | 35.67%-24.1pp |
| Employer contribution / active EE | $11,544 | $2,023+470.8% | $2,737+321.8% | $2,757+318.7% |
| Participant deferral / active EE | $8,783 | $2,928+199.9% | $4,004+119.4% | $4,300+104.2% |
| Admin fee / account holder | $5,055 | $3,695+36.8% | $3,994+26.6% | $6,925-27.0% |