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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 | $77,917 | $63,861+22.0% | $104,639-25.5% | $79,856-2.4% |
| Participation rate | 96.0% | 64.9%+31.1pp | 74.1%+21.9pp | 69.6%+26.4pp |
| Annual return | 19.14% | 21.30%-2.2pp | 340.67%-321.5pp | 31.71%-12.6pp |
| Employer contribution / active EE | $1,979 | $1,588+24.6% | $2,682-26.2% | $2,471-19.9% |
| Participant deferral / active EE | $8,165 | $2,693+203.2% | $3,738+118.5% | $3,741+118.3% |
| Admin fee / account holder | $13,967 | $4,185+233.7% | $6,465+116.0% | $5,306+163.2% |