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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 | $92,936 | $52,279+77.8% | $89,435+3.9% | $79,856+16.4% |
| Participation rate | 93.0% | 57.5%+35.4pp | 68.0%+25.0pp | 69.6%+23.3pp |
| Annual return | 13.54% | 22.16%-8.6pp | 245.55%-232.0pp | 31.71%-18.2pp |
| Employer contribution / active EE | $2,359 | $1,572+50.1% | $2,587-8.8% | $2,471-4.5% |
| Participant deferral / active EE | $4,320 | $2,740+57.7% | $3,890+11.0% | $3,741+15.5% |
| Admin fee / account holder | $7,194 | $3,356+114.3% | $4,884+47.3% | $5,306+35.6% |