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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 | $91,401 | $57,590+58.7% | $86,233+6.0% | $82,448+10.9% |
| Participation rate | 78.6% | 57.9%+20.7pp | 69.0%+9.6pp | 68.1%+10.5pp |
| Annual return | 16.65% | 22.41%-5.8pp | 61.39%-44.7pp | 41.64%-25.0pp |
| Employer contribution / active EE | $6,618 | $1,655+299.8% | $2,504+164.2% | $2,551+159.4% |
| Participant deferral / active EE | $4,975 | $3,080+61.5% | $4,559+9.1% | $4,139+20.2% |
| Admin fee / account holder | $12,361 | $4,730+161.3% | $8,342+48.2% | $7,234+70.9% |