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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 | $101,772 | $57,140+78.1% | $85,240+19.4% | $80,959+25.7% |
| Participation rate | 98.1% | 56.4%+41.7pp | 67.5%+30.6pp | 67.7%+30.5pp |
| Annual return | 14.98% | 21.71%-6.7pp | 66.75%-51.8pp | 35.67%-20.7pp |
| Employer contribution / active EE | $8,190 | $1,802+354.5% | $2,735+199.4% | $2,757+197.1% |
| Participant deferral / active EE | $8,784 | $3,115+182.0% | $4,527+94.0% | $4,300+104.3% |
| Admin fee / account holder | $2,637 | $4,992-47.2% | $6,165-57.2% | $6,925-61.9% |