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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 | $99,608 | $73,638+35.3% | $108,410-8.1% | $79,393+25.5% |
| Participation rate | 91.4% | 77.4%+14.1pp | 80.1%+11.3pp | 70.7%+20.7pp |
| Annual return | 15.31% | 33.27%-18.0pp | 905.34%-890.0pp | 116.87%-101.6pp |
| Employer contribution / active EE | $2,763 | $2,397+15.3% | $3,558-22.3% | $2,428+13.8% |
| Participant deferral / active EE | $5,378 | $6,218-13.5% | $6,562-18.0% | $4,046+32.9% |
| Admin fee / account holder | $14,493 | $638+2171.3% | $7,296+98.7% | $627+2213.4% |