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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 | $95,230 | $79,169+20.3% | $100,415-5.2% | $74,478+27.9% |
| Participation rate | 85.3% | 79.4%+5.9pp | 81.5%+3.8pp | 67.2%+18.1pp |
| Annual return | 13.95% | 20.51%-6.6pp | 49.47%-35.5pp | 1370.56%-1356.6pp |
| Employer contribution / active EE | $3,487 | $3,017+15.6% | $3,943-11.6% | $2,626+32.8% |
| Participant deferral / active EE | $10,244 | $7,751+32.2% | $8,091+26.6% | $4,350+135.5% |
| Admin fee / account holder | $15,736 | $1,337+1076.6% | $7,906+99.0% | $1,946+708.7% |