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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 | $48,277+158.6% | $67,511+84.9% | $80,874+54.3% |
| Participation rate | 96.5% | 66.4%+30.1pp | 72.9%+23.6pp | 67.6%+28.8pp |
| Annual return | 16.62% | 18.27%-1.6pp | 3517.41%-3500.8pp | 35.62%-19.0pp |
| Employer contribution / active EE | $2,909 | $2,021+43.9% | $2,733+6.5% | $2,756+5.6% |
| Participant deferral / active EE | $8,533 | $2,926+191.6% | $4,000+113.3% | $4,297+98.6% |
| Admin fee / account holder | $12,690 | $3,687+244.2% | $3,999+217.3% | $6,935+83.0% |