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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 | $122,298 | $48,337+153.0% | $67,560+81.0% | $80,959+51.1% |
| Participation rate | 80.0% | 66.4%+13.6pp | 72.9%+7.1pp | 67.7%+12.3pp |
| Annual return | 14.98% | 18.26%-3.3pp | 3533.50%-3518.5pp | 35.67%-20.7pp |
| Employer contribution / active EE | $4,409 | $2,023+118.0% | $2,737+61.1% | $2,757+59.9% |
| Participant deferral / active EE | $8,061 | $2,928+175.3% | $4,004+101.3% | $4,300+87.5% |
| Admin fee / account holder | $3,275 | $3,695-11.4% | $3,994-18.0% | $6,925-52.7% |