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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 | $84,520 | $48,076+75.8% | $78,690+7.4% | $62,891+34.4% |
| Participation rate | 90.0% | 65.2%+24.8pp | 73.6%+16.4pp | 69.3%+20.7pp |
| Annual return | 8.00% | 31.35%-23.4pp | 62.18%-54.2pp | 20.14%-12.1pp |
| Employer contribution / active EE | $4,221 | $2,015+109.5% | $2,851+48.1% | $2,281+85.0% |
| Participant deferral / active EE | $6,158 | $2,588+138.0% | $3,517+75.1% | $3,203+92.3% |
| Admin fee / account holder | $32,351 | $3,207+908.7% | $4,511+617.2% | $4,296+653.1% |