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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 | $48,314+153.1% | $67,561+81.0% | $80,925+51.1% |
| Participation rate | 80.0% | 66.4%+13.6pp | 72.9%+7.1pp | 67.7%+12.3pp |
| Annual return | 14.98% | 18.28%-3.3pp | 3525.44%-3510.5pp | 35.65%-20.7pp |
| Employer contribution / active EE | $4,409 | $2,022+118.1% | $2,735+61.2% | $2,756+60.0% |
| Participant deferral / active EE | $8,061 | $2,927+175.4% | $4,003+101.4% | $4,299+87.5% |
| Admin fee / account holder | $3,275 | $3,690-11.2% | $4,006-18.2% | $6,940-52.8% |