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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 | $55,889+203.8% | $76,119+123.1% | $80,935+109.8% |
| Participation rate | 98.0% | 62.1%+35.9pp | 69.1%+28.9pp | 67.7%+30.3pp |
| Annual return | 24.03% | 20.58%+3.5pp | 361.25%-337.2pp | 35.66%-11.6pp |
| Employer contribution / active EE | $3,994 | $1,866+114.1% | $2,693+48.3% | $2,757+44.9% |
| Participant deferral / active EE | $5,513 | $3,051+80.7% | $4,259+29.4% | $4,299+28.2% |
| Admin fee / account holder | $36,616 | $5,241+598.6% | $6,421+470.2% | $6,924+428.8% |