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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 | $94,262 | $49,249+91.4% | $70,476+33.7% | $79,852+18.0% |
| Participation rate | 92.3% | 69.2%+23.1pp | 75.1%+17.2pp | 69.6%+22.7pp |
| Annual return | 15.80% | 30.09%-14.3pp | 109.12%-93.3pp | 31.72%-15.9pp |
| Employer contribution / active EE | $5,244 | $2,100+149.7% | $2,738+91.5% | $2,471+112.2% |
| Participant deferral / active EE | $8,796 | $2,769+217.7% | $3,710+137.1% | $3,740+135.2% |
| Admin fee / account holder | $14,523 | $2,878+404.6% | $3,847+277.5% | $5,306+173.7% |