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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 | $123,626 | $71,230+73.6% | $93,727+31.9% | $80,959+52.7% |
| Participation rate | 78.3% | 60.4%+17.9pp | 68.7%+9.6pp | 67.7%+10.7pp |
| Annual return | 15.24% | 11.26%+4.0pp | 133.83%-118.6pp | 35.67%-20.4pp |
| Employer contribution / active EE | $1,947 | $1,565+24.4% | $2,421-19.6% | $2,757-29.4% |
| Participant deferral / active EE | $4,694 | $4,037+16.3% | $4,417+6.3% | $4,300+9.1% |
| Admin fee / account holder | $19,810 | $6,961+184.6% | $8,292+138.9% | $6,925+186.0% |