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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 | $206,038 | $57,352+259.2% | $83,831+145.8% | $64,173+221.1% |
| Participation rate | 97.1% | 68.6%+28.5pp | 76.1%+21.0pp | 69.6%+27.6pp |
| Annual return | 11.34% | 11.38%0pp | 850.99%-839.6pp | 7.63%+3.7pp |
| Employer contribution / active EE | $5,409 | $2,546+112.5% | $3,631+49.0% | $2,381+127.2% |
| Participant deferral / active EE | $5,298 | $2,993+77.0% | $4,082+29.8% | $3,470+52.7% |
| Admin fee / account holder | $4,177 | $4,046+3.2% | $5,479-23.8% | $4,887-14.5% |