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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 | $107,591 | $61,125+76.0% | $94,057+14.4% | $87,485+23.0% |
| Participation rate | 95.9% | 64.1%+31.9pp | 73.3%+22.6pp | 68.9%+27.0pp |
| Annual return | 15.78% | 35.20%-19.4pp | 480.62%-464.8pp | 26.06%-10.3pp |
| Employer contribution / active EE | $4,471 | $2,136+109.3% | $2,933+52.4% | $2,596+72.2% |
| Participant deferral / active EE | $6,860 | $3,260+110.4% | $4,709+45.7% | $4,274+60.5% |
| Admin fee / account holder | $11,163 | $5,629+98.3% | $7,244+54.1% | $7,775+43.6% |