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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 | $82,372 | $48,364+70.3% | $71,796+14.7% | $62,881+31.0% |
| Participation rate | 84.4% | 60.6%+23.8pp | 69.1%+15.3pp | 69.3%+15.1pp |
| Annual return | 5.27% | 13.16%-7.9pp | 78.04%-72.8pp | 20.14%-14.9pp |
| Employer contribution / active EE | $2,373 | $1,042+127.7% | $1,924+23.3% | $2,281+4.0% |
| Participant deferral / active EE | $3,771 | $2,091+80.3% | $2,794+34.9% | $3,203+17.7% |
| Admin fee / account holder | $15,643 | $3,771+314.8% | $4,815+224.9% | $4,296+264.2% |