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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 | $110,962 | $51,638+114.9% | $68,368+62.3% | $82,448+34.6% |
| Participation rate | 75.5% | 63.6%+11.9pp | 73.8%+1.7pp | 68.1%+7.4pp |
| Annual return | 14.92% | 37.53%-22.6pp | 292.57%-277.7pp | 41.64%-26.7pp |
| Employer contribution / active EE | $6,703 | $2,047+227.6% | $2,649+153.1% | $2,551+162.8% |
| Participant deferral / active EE | $8,769 | $2,914+201.0% | $4,123+112.7% | $4,139+111.9% |
| Admin fee / account holder | $15,948 | $4,643+243.5% | $5,150+209.7% | $7,234+120.5% |