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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 | $106,233 | $84,236+26.1% | $170,435-37.7% | $70,126+51.5% |
| Participation rate | 90.6% | 70.8%+19.8pp | 83.6%+7.0pp | 69.5%+21.1pp |
| Annual return | 15.44% | 23.06%-7.6pp | 205.94%-190.5pp | 73.15%-57.7pp |
| Employer contribution / active EE | $8,659 | $3,387+155.6% | $5,432+59.4% | $2,343+269.6% |
| Participant deferral / active EE | $4,896 | $3,086+58.7% | $4,939-0.9% | $3,332+46.9% |
| Admin fee / account holder | $20,699 | $5,698+263.2% | $13,881+49.1% | $4,645+345.6% |