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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 | $51,631+116.5% | $129,397-13.6% | $80,925+38.1% |
| Participation rate | 81.7% | 56.9%+24.7pp | 69.6%+12.1pp | 67.7%+14.0pp |
| Annual return | 15.11% | 20.77%-5.7pp | 9453.98%-9438.9pp | 35.65%-20.5pp |
| Employer contribution / active EE | $1,764 | $1,583+11.5% | $4,154-57.5% | $2,756-36.0% |
| Participant deferral / active EE | $4,742 | $2,670+77.6% | $4,167+13.8% | $4,299+10.3% |
| Admin fee / account holder | $7,851 | $4,309+82.2% | $7,679+2.2% | $6,940+13.1% |