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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 | $114,373 | $58,828+94.4% | $78,002+46.6% | $62,881+81.9% |
| Participation rate | 81.6% | 71.1%+10.5pp | 75.5%+6.1pp | 69.3%+12.3pp |
| Annual return | 7.62% | 17.16%-9.5pp | 425.99%-418.4pp | 20.14%-12.5pp |
| Employer contribution / active EE | $3,783 | $1,672+126.3% | $2,470+53.2% | $2,281+65.9% |
| Participant deferral / active EE | $4,967 | $2,686+84.9% | $3,497+42.0% | $3,203+55.1% |
| Admin fee / account holder | $26,930 | $4,393+513.0% | $5,481+391.4% | $4,296+526.9% |