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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 | $94,675 | $57,140+65.7% | $85,240+11.1% | $80,959+16.9% |
| Participation rate | 94.3% | 56.4%+37.9pp | 67.5%+26.8pp | 67.7%+26.6pp |
| Annual return | 15.41% | 21.71%-6.3pp | 66.75%-51.3pp | 35.67%-20.3pp |
| Employer contribution / active EE | $5,143 | $1,802+185.4% | $2,735+88.0% | $2,757+86.5% |
| Participant deferral / active EE | $11,689 | $3,115+275.2% | $4,527+158.2% | $4,300+171.8% |
| Admin fee / account holder | $15,918 | $4,992+218.9% | $6,165+158.2% | $6,925+129.9% |