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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 | $109,754 | $48,078+128.3% | $78,676+39.5% | $62,881+74.5% |
| Participation rate | 96.9% | 65.2%+31.7pp | 73.6%+23.3pp | 69.3%+27.6pp |
| Annual return | 6.57% | 31.36%-24.8pp | 62.19%-55.6pp | 20.14%-13.6pp |
| Employer contribution / active EE | $5,576 | $2,015+176.8% | $2,850+95.6% | $2,281+144.5% |
| Participant deferral / active EE | $2,974 | $2,587+15.0% | $3,517-15.4% | $3,203-7.1% |
| Admin fee / account holder | $1,932 | $3,206-39.7% | $4,510-57.2% | $4,296-55.0% |