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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 | $110,132 | $79,449+38.6% | $189,575-41.9% | $85,847+28.3% |
| Participation rate | 84.4% | 66.0%+18.5pp | 78.4%+6.0pp | 69.3%+15.1pp |
| Annual return | 27.43% | 18.45%+9.0pp | 64.19%-36.8pp | 318.61%-291.2pp |
| Employer contribution / active EE | $2,965 | $2,081+42.5% | $4,412-32.8% | $2,565+15.6% |
| Participant deferral / active EE | $6,111 | $4,051+50.8% | $6,174-1.0% | $3,952+54.6% |
| Admin fee / account holder | $38,767 | $5,377+621.0% | $9,806+295.3% | $6,261+519.2% |