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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 | $152,452 | $71,230+114.0% | $93,727+62.7% | $80,959+88.3% |
| Participation rate | 97.6% | 60.4%+37.2pp | 68.7%+28.9pp | 67.7%+30.0pp |
| Annual return | 15.25% | 11.26%+4.0pp | 133.83%-118.6pp | 35.67%-20.4pp |
| Employer contribution / active EE | $6,475 | $1,565+313.7% | $2,421+167.4% | $2,757+134.9% |
| Participant deferral / active EE | $4,794 | $4,037+18.7% | $4,417+8.5% | $4,300+11.5% |
| Admin fee / account holder | $42,409 | $6,961+509.2% | $8,292+411.5% | $6,925+512.4% |