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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 | $96,335 | $48,364+99.2% | $71,796+34.2% | $62,881+53.2% |
| Participation rate | 93.8% | 60.6%+33.1pp | 69.1%+24.6pp | 69.3%+24.4pp |
| Annual return | 10.56% | 13.16%-2.6pp | 78.04%-67.5pp | 20.14%-9.6pp |
| Employer contribution / active EE | $3,878 | $1,042+272.2% | $1,924+101.5% | $2,281+70.0% |
| Participant deferral / active EE | $3,522 | $2,091+68.4% | $2,794+26.0% | $3,203+9.9% |
| Admin fee / account holder | $7,693 | $3,771+104.0% | $4,815+59.8% | $4,296+79.1% |