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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 | $48,327+136.5% | $67,575+69.1% | $80,935+41.2% |
| Participation rate | 92.3% | 66.4%+25.9pp | 72.9%+19.4pp | 67.7%+24.6pp |
| Annual return | 14.33% | 18.31%-4.0pp | 3528.98%-3514.6pp | 35.66%-21.3pp |
| Employer contribution / active EE | $2,078 | $2,022+2.7% | $2,736-24.0% | $2,757-24.6% |
| Participant deferral / active EE | $6,177 | $2,927+111.0% | $4,003+54.3% | $4,299+43.7% |
| Admin fee / account holder | $3,529 | $3,692-4.4% | $3,993-11.6% | $6,924-49.0% |