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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 | $103,416 | $48,078+115.1% | $78,676+31.4% | $62,881+64.5% |
| Participation rate | 97.4% | 65.2%+32.2pp | 73.6%+23.8pp | 69.3%+28.1pp |
| Annual return | 6.73% | 31.36%-24.6pp | 62.19%-55.5pp | 20.14%-13.4pp |
| Employer contribution / active EE | $7,301 | $2,015+262.4% | $2,850+156.2% | $2,281+220.1% |
| Participant deferral / active EE | $4,676 | $2,587+80.7% | $3,517+33.0% | $3,203+46.0% |
| Admin fee / account holder | $13,313 | $3,206+315.3% | $4,510+195.2% | $4,296+209.9% |