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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 | $111,786 | $51,638+116.5% | $129,406-13.6% | $80,959+38.1% |
| Participation rate | 81.7% | 56.9%+24.8pp | 69.6%+12.0pp | 67.7%+14.0pp |
| Annual return | 15.11% | 20.78%-5.7pp | 9468.18%-9453.1pp | 35.67%-20.6pp |
| Employer contribution / active EE | $1,764 | $1,584+11.4% | $4,155-57.5% | $2,757-36.0% |
| Participant deferral / active EE | $4,742 | $2,670+77.6% | $4,167+13.8% | $4,300+10.3% |
| Admin fee / account holder | $7,851 | $4,313+82.0% | $7,689+2.1% | $6,925+13.4% |