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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 | $128,317 | $57,140+124.6% | $85,240+50.5% | $80,959+58.5% |
| Participation rate | 91.5% | 56.4%+35.1pp | 67.5%+24.0pp | 67.7%+23.8pp |
| Annual return | 13.46% | 21.71%-8.3pp | 66.75%-53.3pp | 35.67%-22.2pp |
| Employer contribution / active EE | $4,608 | $1,802+155.7% | $2,735+68.5% | $2,757+67.1% |
| Participant deferral / active EE | $4,848 | $3,115+55.6% | $4,527+7.1% | $4,300+12.7% |
| Admin fee / account holder | $1,697 | $4,992-66.0% | $6,165-72.5% | $6,925-75.5% |