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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 | $124,829 | $48,314+158.4% | $67,561+84.8% | $80,925+54.3% |
| Participation rate | 96.5% | 66.4%+30.1pp | 72.9%+23.6pp | 67.7%+28.8pp |
| Annual return | 16.62% | 18.28%-1.7pp | 3525.44%-3508.8pp | 35.65%-19.0pp |
| Employer contribution / active EE | $2,909 | $2,022+43.9% | $2,735+6.4% | $2,756+5.5% |
| Participant deferral / active EE | $8,533 | $2,927+191.6% | $4,003+113.2% | $4,299+98.5% |
| Admin fee / account holder | $12,690 | $3,690+243.9% | $4,006+216.8% | $6,940+82.8% |