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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 | $109,734 | $84,236+30.3% | $170,435-35.6% | $70,126+56.5% |
| Participation rate | 96.1% | 70.8%+25.2pp | 83.6%+12.5pp | 69.5%+26.5pp |
| Annual return | 15.60% | 23.06%-7.5pp | 205.94%-190.3pp | 73.15%-57.6pp |
| Employer contribution / active EE | $7,564 | $3,387+123.3% | $5,432+39.2% | $2,343+222.9% |
| Participant deferral / active EE | $4,699 | $3,086+52.3% | $4,939-4.9% | $3,332+41.0% |
| Admin fee / account holder | $18,785 | $5,698+229.7% | $13,881+35.3% | $4,645+304.4% |