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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 | $115,208 | $65,712+75.3% | $57,196+101.4% | $273,972-57.9% |
| Participation rate | 94.4% | 78.3%+16.1pp | 75.3%+19.1pp | 83.0%+11.4pp |
| Annual return | 5.37% | 22.01%-16.6pp | 14.59%-9.2pp | 41.46%-36.1pp |
| Employer contribution / active EE | $7,849 | $3,280+139.3% | $2,683+192.5% | $4,869+61.2% |
| Participant deferral / active EE | $9,624 | $3,782+154.5% | $3,096+210.8% | $5,287+82.0% |
| Admin fee / account holder | $25,382 | $4,838+424.7% | $3,141+708.2% | $10,133+150.5% |