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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 | $112,072 | $84,236+33.0% | $170,435-34.2% | $70,126+59.8% |
| Participation rate | 94.5% | 70.8%+23.7pp | 83.6%+10.9pp | 69.5%+25.0pp |
| Annual return | 14.75% | 23.06%-8.3pp | 205.94%-191.2pp | 73.15%-58.4pp |
| Employer contribution / active EE | $10,525 | $3,387+210.7% | $5,432+93.7% | $2,343+349.3% |
| Participant deferral / active EE | $2,820 | $3,086-8.6% | $4,939-42.9% | $3,332-15.4% |
| Admin fee / account holder | $15,942 | $5,698+179.8% | $13,881+14.9% | $4,645+243.2% |