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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 | $97,493 | $48,314+101.8% | $67,561+44.3% | $80,925+20.5% |
| Participation rate | 96.3% | 66.4%+29.9pp | 72.9%+23.4pp | 67.7%+28.6pp |
| Annual return | 12.47% | 18.28%-5.8pp | 3525.44%-3513.0pp | 35.65%-23.2pp |
| Employer contribution / active EE | $9,416 | $2,022+365.7% | $2,735+244.3% | $2,756+241.6% |
| Participant deferral / active EE | $9,449 | $2,927+222.9% | $4,003+136.0% | $4,299+119.8% |
| Admin fee / account holder | $5,110 | $3,690+38.5% | $4,006+27.6% | $6,940-26.4% |