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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 | $169,805 | $55,902+203.8% | $76,030+123.3% | $80,959+109.7% |
| Participation rate | 98.0% | 62.1%+35.9pp | 69.1%+28.9pp | 67.7%+30.3pp |
| Annual return | 24.03% | 20.59%+3.4pp | 361.54%-337.5pp | 35.67%-11.6pp |
| Employer contribution / active EE | $3,994 | $1,867+114.0% | $2,688+48.6% | $2,757+44.9% |
| Participant deferral / active EE | $5,513 | $3,051+80.7% | $4,257+29.5% | $4,300+28.2% |
| Admin fee / account holder | $36,616 | $5,239+598.9% | $6,421+470.3% | $6,925+428.7% |