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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 | $86,565 | $55,457+56.1% | $77,361+11.9% | $94,015-7.9% |
| Participation rate | 85.4% | 69.8%+15.6pp | 75.0%+10.4pp | 70.8%+14.6pp |
| Annual return | 17.02% | 15.57%+1.4pp | 1011.54%-994.5pp | 17.84%-0.8pp |
| Employer contribution / active EE | $2,162 | $2,255-4.1% | $2,990-27.7% | $2,790-22.5% |
| Participant deferral / active EE | $2,752 | $3,069-10.3% | $3,911-29.6% | $4,249-35.2% |
| Admin fee / account holder | $10,336 | $4,334+138.5% | $5,894+75.4% | $8,951+15.5% |