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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 | $108,553 | $48,364+124.5% | $71,796+51.2% | $62,881+72.6% |
| Participation rate | 89.8% | 60.6%+29.2pp | 69.1%+20.7pp | 69.3%+20.5pp |
| Annual return | 8.16% | 13.16%-5.0pp | 78.04%-69.9pp | 20.14%-12.0pp |
| Employer contribution / active EE | $10,983 | $1,042+954.2% | $1,924+470.7% | $2,281+381.5% |
| Participant deferral / active EE | $4,956 | $2,091+137.0% | $2,794+77.3% | $3,203+54.7% |
| Admin fee / account holder | $6,645 | $3,771+76.2% | $4,815+38.0% | $4,296+54.7% |