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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 | $93,754 | $37,446+150.4% | $77,552+20.9% | $79,856+17.4% |
| Participation rate | 97.8% | 41.5%+56.3pp | 54.2%+43.6pp | 69.6%+28.2pp |
| Annual return | 10.27% | 39.76%-29.5pp | 54.82%-44.5pp | 31.71%-21.4pp |
| Employer contribution / active EE | $3,488 | $637+447.5% | $987+253.6% | $2,471+41.2% |
| Participant deferral / active EE | $6,850 | $1,261+443.3% | $1,861+268.1% | $3,741+83.1% |
| Admin fee / account holder | $13,696 | $2,506+446.5% | $2,859+379.0% | $5,306+158.1% |