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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 | $111,859 | $54,757+104.3% | $90,304+23.9% | $72,975+53.3% |
| Participation rate | 70.6% | 65.2%+5.4pp | 73.3%-2.7pp | 69.5%+1.1pp |
| Annual return | 26.32% | 30.63%-4.3pp | 78.13%-51.8pp | 81.01%-54.7pp |
| Employer contribution / active EE | $1,726 | $2,093-17.5% | $2,855-39.5% | $2,440-29.3% |
| Participant deferral / active EE | $4,929 | $2,887+70.7% | $3,885+26.9% | $3,608+36.6% |
| Admin fee / account holder | $14,663 | $3,973+269.0% | $5,354+173.9% | $5,124+186.2% |