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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 | $113,449 | $72,177+57.2% | $115,038-1.4% | $59,633+90.2% |
| Participation rate | 98.1% | 72.6%+25.6pp | 81.4%+16.8pp | 68.7%+29.5pp |
| Annual return | 11.72% | 12.02%-0.3pp | 26.14%-14.4pp | 2041.45%-2029.7pp |
| Employer contribution / active EE | $2,713 | $2,841-4.5% | $4,608-41.1% | $2,203+23.2% |
| Participant deferral / active EE | $10,712 | $4,783+124.0% | $6,026+77.7% | $3,192+235.6% |
| Admin fee / account holder | $17,528 | $4,927+255.8% | $8,175+114.4% | $4,297+307.9% |