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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 | $134,872 | $36,948+265.0% | $73,658+83.1% | $87,485+54.2% |
| Participation rate | 96.6% | 46.8%+49.7pp | 57.0%+39.5pp | 68.9%+27.6pp |
| Annual return | 16.20% | 28.64%-12.4pp | 29.72%-13.5pp | 26.06%-9.9pp |
| Employer contribution / active EE | $4,162 | $670+521.2% | $1,032+303.2% | $2,596+60.3% |
| Participant deferral / active EE | $3,341 | $1,379+142.3% | $2,062+62.0% | $4,274-21.8% |
| Admin fee / account holder | $9,631 | $2,531+280.6% | $3,357+186.9% | $7,775+23.9% |