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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 | $48,284+155.5% | $67,524+82.7% | $80,911+52.5% |
| Participation rate | 94.9% | 66.4%+28.5pp | 72.9%+22.0pp | 67.6%+27.3pp |
| Annual return | 17.29% | 18.27%-1.0pp | 3519.41%-3502.1pp | 35.63%-18.3pp |
| Employer contribution / active EE | $5,637 | $2,021+178.8% | $2,734+106.2% | $2,756+104.5% |
| Participant deferral / active EE | $6,384 | $2,927+118.2% | $4,001+59.6% | $4,297+48.6% |
| Admin fee / account holder | $3,553 | $3,688-3.6% | $4,001-11.2% | $6,935-48.8% |