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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 | $48,327+158.3% | $67,575+84.7% | $80,935+54.2% |
| Participation rate | 96.5% | 66.4%+30.1pp | 72.9%+23.6pp | 67.7%+28.8pp |
| Annual return | 16.62% | 18.31%-1.7pp | 3528.98%-3512.4pp | 35.66%-19.0pp |
| Employer contribution / active EE | $2,909 | $2,022+43.9% | $2,736+6.3% | $2,757+5.5% |
| Participant deferral / active EE | $8,533 | $2,927+191.5% | $4,003+113.1% | $4,299+98.5% |
| Admin fee / account holder | $12,690 | $3,692+243.7% | $3,993+217.8% | $6,924+83.3% |