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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 | $84,985 | $55,457+53.2% | $77,361+9.9% | $94,015-9.6% |
| Participation rate | 86.5% | 69.8%+16.7pp | 75.0%+11.5pp | 70.8%+15.7pp |
| Annual return | 12.18% | 15.57%-3.4pp | 1011.54%-999.4pp | 17.84%-5.7pp |
| Employer contribution / active EE | $14,898 | $2,255+560.7% | $2,990+398.2% | $2,790+433.9% |
| Participant deferral / active EE | $4,762 | $3,069+55.1% | $3,911+21.8% | $4,249+12.1% |
| Admin fee / account holder | $5,867 | $4,334+35.4% | $5,894-0.4% | $8,951-34.5% |