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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 | $118,712 | $72,177+64.5% | $115,037+3.2% | $59,633+99.1% |
| Participation rate | 93.6% | 72.6%+21.1pp | 81.4%+12.3pp | 68.7%+24.9pp |
| Annual return | 6.13% | 12.02%-5.9pp | 26.14%-20.0pp | 2041.40%-2035.3pp |
| Employer contribution / active EE | $4,968 | $2,841+74.9% | $4,608+7.8% | $2,203+125.5% |
| Participant deferral / active EE | $9,694 | $4,783+102.7% | $6,026+60.9% | $3,192+203.7% |
| Admin fee / account holder | $2,044 | $4,927-58.5% | $8,175-75.0% | $4,297-52.4% |