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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 | $106,684 | $51,638+106.6% | $68,368+56.0% | $82,448+29.4% |
| Participation rate | 84.2% | 63.6%+20.6pp | 73.8%+10.5pp | 68.1%+16.1pp |
| Annual return | 15.00% | 37.53%-22.5pp | 292.57%-277.6pp | 41.64%-26.6pp |
| Employer contribution / active EE | $4,378 | $2,047+113.9% | $2,649+65.3% | $2,551+71.6% |
| Participant deferral / active EE | $6,095 | $2,914+109.2% | $4,123+47.8% | $4,139+47.2% |
| Admin fee / account holder | $15,952 | $4,643+243.5% | $5,150+209.8% | $7,234+120.5% |