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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 | $179,587 | $55,902+221.3% | $76,030+136.2% | $80,959+121.8% |
| Participation rate | 97.2% | 62.1%+35.2pp | 69.1%+28.2pp | 67.7%+29.6pp |
| Annual return | 12.13% | 20.59%-8.5pp | 361.54%-349.4pp | 35.67%-23.5pp |
| Employer contribution / active EE | $12,526 | $1,867+571.0% | $2,688+366.1% | $2,757+354.3% |
| Participant deferral / active EE | $20,758 | $3,051+580.4% | $4,257+387.6% | $4,300+382.7% |
| Admin fee / account holder | $41,734 | $5,239+696.6% | $6,421+550.0% | $6,925+502.6% |