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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 | $93,663 | $70,435+33.0% | $96,575-3.0% | $85,856+9.1% |
| Participation rate | 95.5% | 61.8%+33.6pp | 69.8%+25.6pp | 69.3%+26.1pp |
| Annual return | 11.83% | 18.59%-6.8pp | 37.79%-26.0pp | 318.58%-306.8pp |
| Employer contribution / active EE | $4,577 | $1,413+223.9% | $2,357+94.2% | $2,565+78.4% |
| Participant deferral / active EE | $3,130 | $2,894+8.1% | $3,849-18.7% | $3,952-20.8% |
| Admin fee / account holder | $20,886 | $4,997+318.0% | $6,182+237.9% | $6,261+233.6% |