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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 | $108,608 | $48,078+125.9% | $78,676+38.0% | $62,881+72.7% |
| Participation rate | 91.1% | 65.2%+25.9pp | 73.6%+17.5pp | 69.3%+21.8pp |
| Annual return | 8.97% | 31.36%-22.4pp | 62.19%-53.2pp | 20.14%-11.2pp |
| Employer contribution / active EE | $3,814 | $2,015+89.3% | $2,850+33.8% | $2,281+67.2% |
| Participant deferral / active EE | $8,245 | $2,587+218.7% | $3,517+134.5% | $3,203+157.4% |
| Admin fee / account holder | $8,135 | $3,206+153.7% | $4,510+80.4% | $4,296+89.4% |