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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 | $154,108 | $51,184+201.1% | $66,439+132.0% | $86,983+77.2% |
| Participation rate | 91.1% | 68.5%+22.6pp | 74.5%+16.6pp | 69.5%+21.5pp |
| Annual return | 23.06% | 17.07%+6.0pp | 757.66%-734.6pp | 25.83%-2.8pp |
| Employer contribution / active EE | $6,480 | $2,023+220.3% | $2,637+145.7% | $2,584+150.7% |
| Participant deferral / active EE | $7,904 | $2,927+170.0% | $3,876+103.9% | $4,194+88.5% |
| Admin fee / account holder | $10,747 | $4,154+158.7% | $6,173+74.1% | $7,856+36.8% |