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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 | $93,236 | $62,549+49.1% | $85,705+8.8% | $85,851+8.6% |
| Participation rate | 85.7% | 61.1%+24.6pp | 69.9%+15.9pp | 69.3%+16.4pp |
| Annual return | 14.96% | 23.77%-8.8pp | 21.49%-6.5pp | 318.63%-303.7pp |
| Employer contribution / active EE | $4,181 | $1,755+138.1% | $2,619+59.6% | $2,565+63.0% |
| Participant deferral / active EE | $3,550 | $2,802+26.7% | $3,924-9.5% | $3,952-10.2% |
| Admin fee / account holder | $11,179 | $4,644+140.7% | $6,877+62.6% | $6,261+78.6% |