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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 | $136,112 | $45,050+202.1% | $63,018+116.0% | $70,126+94.1% |
| Participation rate | 97.5% | 69.5%+28.0pp | 74.8%+22.7pp | 69.5%+28.0pp |
| Annual return | 14.92% | 18.76%-3.8pp | 87.62%-72.7pp | 73.15%-58.2pp |
| Employer contribution / active EE | $16,759 | $2,052+716.8% | $2,761+507.1% | $2,343+615.4% |
| Participant deferral / active EE | $4,326 | $2,466+75.5% | $3,330+29.9% | $3,332+29.8% |
| Admin fee / account holder | $5,532 | $2,834+95.2% | $3,601+53.6% | $4,645+19.1% |