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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 | $48,277+153.3% | $67,511+81.2% | $80,874+51.2% |
| Participation rate | 80.0% | 66.4%+13.6pp | 72.9%+7.1pp | 67.6%+12.4pp |
| Annual return | 14.98% | 18.27%-3.3pp | 3517.41%-3502.4pp | 35.62%-20.6pp |
| Employer contribution / active EE | $4,409 | $2,021+118.1% | $2,733+61.4% | $2,756+60.0% |
| Participant deferral / active EE | $8,061 | $2,926+175.5% | $4,000+101.5% | $4,297+87.6% |
| Admin fee / account holder | $3,275 | $3,687-11.2% | $3,999-18.1% | $6,935-52.8% |