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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 | $119,642 | $87,132+37.3% | $105,624+13.3% | $80,959+47.8% |
| Participation rate | 92.3% | 70.4%+21.9pp | 75.3%+17.0pp | 67.7%+24.6pp |
| Annual return | 17.05% | 17.03%0pp | 116.20%-99.2pp | 35.67%-18.6pp |
| Employer contribution / active EE | $2,889 | $2,397+20.5% | $3,168-8.8% | $2,757+4.8% |
| Participant deferral / active EE | $2,004 | $3,985-49.7% | $5,013-60.0% | $4,300-53.4% |
| Admin fee / account holder | $17,833 | $8,449+111.1% | $10,961+62.7% | $6,925+157.5% |