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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 | $117,367 | $51,638+127.3% | $129,406-9.3% | $80,959+45.0% |
| Participation rate | 92.3% | 56.9%+35.4pp | 69.6%+22.7pp | 67.7%+24.6pp |
| Annual return | 11.15% | 20.78%-9.6pp | 9468.18%-9457.0pp | 35.67%-24.5pp |
| Employer contribution / active EE | $5,085 | $1,584+221.1% | $4,155+22.4% | $2,757+84.4% |
| Participant deferral / active EE | $7,653 | $2,670+186.6% | $4,167+83.6% | $4,300+78.0% |
| Admin fee / account holder | $26,727 | $4,313+519.7% | $7,689+247.6% | $6,925+285.9% |