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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 | $48,337+158.2% | $67,560+84.8% | $80,959+54.2% |
| Participation rate | 96.5% | 66.4%+30.1pp | 72.9%+23.6pp | 67.7%+28.8pp |
| Annual return | 16.62% | 18.26%-1.6pp | 3533.50%-3516.9pp | 35.67%-19.0pp |
| Employer contribution / active EE | $2,909 | $2,023+43.8% | $2,737+6.3% | $2,757+5.5% |
| Participant deferral / active EE | $8,533 | $2,928+191.4% | $4,004+113.1% | $4,300+98.4% |
| Admin fee / account holder | $12,690 | $3,695+243.4% | $3,994+217.7% | $6,925+83.2% |