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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 | $115,962 | $55,930+107.3% | $76,089+52.4% | $80,925+43.3% |
| Participation rate | 70.4% | 62.1%+8.3pp | 69.1%+1.3pp | 67.7%+2.7pp |
| Annual return | 10.64% | 20.58%-9.9pp | 360.94%-350.3pp | 35.65%-25.0pp |
| Employer contribution / active EE | $2,003 | $1,866+7.3% | $2,690-25.5% | $2,756-27.3% |
| Participant deferral / active EE | $4,615 | $3,051+51.3% | $4,259+8.3% | $4,299+7.4% |
| Admin fee / account holder | $46,764 | $5,241+792.3% | $6,418+628.7% | $6,940+573.8% |