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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 | $105,740 | $55,713+89.8% | $75,901+39.3% | $72,975+44.9% |
| Participation rate | 90.4% | 61.1%+29.3pp | 69.3%+21.1pp | 69.5%+20.9pp |
| Annual return | 17.17% | 27.60%-10.4pp | 30.76%-13.6pp | 81.01%-63.8pp |
| Employer contribution / active EE | $4,091 | $1,687+142.5% | $2,501+63.6% | $2,440+67.7% |
| Participant deferral / active EE | $3,194 | $2,634+21.3% | $3,603-11.4% | $3,608-11.5% |
| Admin fee / account holder | $16,358 | $3,980+311.0% | $5,420+201.8% | $5,124+219.2% |