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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 | $114,272 | $48,337+136.4% | $67,560+69.1% | $80,959+41.1% |
| Participation rate | 92.3% | 66.4%+25.9pp | 72.9%+19.4pp | 67.7%+24.6pp |
| Annual return | 14.33% | 18.26%-3.9pp | 3533.50%-3519.2pp | 35.67%-21.3pp |
| Employer contribution / active EE | $2,078 | $2,023+2.7% | $2,737-24.1% | $2,757-24.6% |
| Participant deferral / active EE | $6,177 | $2,928+110.9% | $4,004+54.3% | $4,300+43.6% |
| Admin fee / account holder | $3,529 | $3,695-4.5% | $3,994-11.6% | $6,925-49.0% |