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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 | $103,832 | $78,423+32.4% | $95,964+8.2% | $79,856+30.0% |
| Participation rate | 94.5% | 73.5%+21.0pp | 77.1%+17.4pp | 69.6%+24.9pp |
| Annual return | 14.15% | 19.37%-5.2pp | 91.64%-77.5pp | 31.71%-17.6pp |
| Employer contribution / active EE | $4,076 | $1,945+109.5% | $2,541+60.4% | $2,471+64.9% |
| Participant deferral / active EE | $4,137 | $3,440+20.3% | $4,167-0.7% | $3,741+10.6% |
| Admin fee / account holder | $19,525 | $5,622+247.3% | $6,797+187.2% | $5,306+267.9% |