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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 | $94,808 | $32,037+195.9% | $69,182+37.0% | $62,881+50.8% |
| Participation rate | 95.8% | 43.4%+52.4pp | 55.1%+40.7pp | 69.3%+26.5pp |
| Annual return | 7.15% | 15.16%-8.0pp | -21.93%+29.1pp | 20.14%-13.0pp |
| Employer contribution / active EE | $4,961 | $679+630.4% | $1,206+311.3% | $2,281+117.5% |
| Participant deferral / active EE | $2,925 | $1,185+146.7% | $1,897+54.2% | $3,203-8.7% |
| Admin fee / account holder | $7,605 | $2,608+191.6% | $2,697+182.0% | $4,296+77.0% |