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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 | $117,341 | $48,277+143.1% | $67,511+73.8% | $80,874+45.1% |
| Participation rate | 78.4% | 66.4%+12.0pp | 72.9%+5.5pp | 67.6%+10.7pp |
| Annual return | 14.18% | 18.27%-4.1pp | 3517.41%-3503.2pp | 35.62%-21.4pp |
| Employer contribution / active EE | $3,721 | $2,021+84.1% | $2,733+36.2% | $2,756+35.0% |
| Participant deferral / active EE | $4,264 | $2,926+45.7% | $4,000+6.6% | $4,297-0.8% |
| Admin fee / account holder | $17,751 | $3,687+381.4% | $3,999+343.9% | $6,935+156.0% |