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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 | $163,710 | $57,350+185.5% | $83,850+95.2% | $64,181+155.1% |
| Participation rate | 96.9% | 68.6%+28.3pp | 76.1%+20.7pp | 69.6%+27.3pp |
| Annual return | 13.23% | 11.38%+1.8pp | 850.92%-837.7pp | 7.63%+5.6pp |
| Employer contribution / active EE | $2,500 | $2,545-1.8% | $3,631-31.1% | $2,381+5.0% |
| Participant deferral / active EE | $5,157 | $2,993+72.3% | $4,082+26.3% | $3,470+48.6% |
| Admin fee / account holder | $1,243 | $4,046-69.3% | $5,478-77.3% | $4,887-74.6% |