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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 | $123,364 | $48,337+155.2% | $67,560+82.6% | $80,959+52.4% |
| Participation rate | 94.9% | 66.4%+28.5pp | 72.9%+22.0pp | 67.7%+27.2pp |
| Annual return | 17.29% | 18.26%-1.0pp | 3533.50%-3516.2pp | 35.67%-18.4pp |
| Employer contribution / active EE | $5,637 | $2,023+178.7% | $2,737+106.0% | $2,757+104.4% |
| Participant deferral / active EE | $6,384 | $2,928+118.0% | $4,004+59.4% | $4,300+48.5% |
| Admin fee / account holder | $3,553 | $3,695-3.8% | $3,994-11.0% | $6,925-48.7% |