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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 | $103,727 | $46,599+122.6% | $64,101+61.8% | $75,173+38.0% |
| Participation rate | 96.6% | 65.9%+30.6pp | 72.3%+24.2pp | 67.2%+29.3pp |
| Annual return | 18.18% | 26.06%-7.9pp | 33.72%-15.5pp | 160.72%-142.5pp |
| Employer contribution / active EE | $9,190 | $1,975+365.2% | $2,749+234.3% | $2,671+244.1% |
| Participant deferral / active EE | $7,562 | $2,837+166.6% | $3,881+94.9% | $4,126+83.3% |
| Admin fee / account holder | $11,938 | $2,956+303.9% | $3,070+288.8% | $5,651+111.3% |