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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 | $84,393 | $149,741-43.6% | $118,914-29.0% | $158,982-46.9% |
| Participation rate | 91.7% | 82.1%+9.5pp | 75.4%+16.3pp | 82.0%+9.7pp |
| Annual return | 22.21% | 19.94%+2.3pp | 35.89%-13.7pp | 302.99%-280.8pp |
| Employer contribution / active EE | $14,260 | $4,119+246.2% | $3,264+336.9% | $4,763+199.4% |
| Participant deferral / active EE | $12,766 | $5,226+144.3% | $4,266+199.3% | $5,983+113.3% |
| Admin fee / account holder | $10,154 | $8,607+18.0% | $6,582+54.3% | $11,252-9.8% |