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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 | $91,153 | $70,435+29.4% | $96,575-5.6% | $85,856+6.2% |
| Participation rate | 88.9% | 61.8%+27.1pp | 69.8%+19.1pp | 69.3%+19.6pp |
| Annual return | 25.87% | 18.59%+7.3pp | 37.79%-11.9pp | 318.58%-292.7pp |
| Employer contribution / active EE | $1,835 | $1,413+29.9% | $2,357-22.1% | $2,565-28.5% |
| Participant deferral / active EE | $4,614 | $2,894+59.4% | $3,849+19.9% | $3,952+16.8% |
| Admin fee / account holder | $16,317 | $4,997+226.5% | $6,182+163.9% | $6,261+160.6% |