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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 | $118,129 | $48,327+144.4% | $67,575+74.8% | $80,935+46.0% |
| Participation rate | 88.7% | 66.4%+22.3pp | 72.9%+15.8pp | 67.7%+21.0pp |
| Annual return | 13.89% | 18.31%-4.4pp | 3528.98%-3515.1pp | 35.66%-21.8pp |
| Employer contribution / active EE | $2,797 | $2,022+38.3% | $2,736+2.2% | $2,757+1.5% |
| Participant deferral / active EE | $5,545 | $2,927+89.4% | $4,003+38.5% | $4,299+29.0% |
| Admin fee / account holder | $1,811 | $3,692-51.0% | $3,993-54.7% | $6,924-73.9% |