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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 | $90,703 | $49,239+84.2% | $70,462+28.7% | $79,858+13.6% |
| Participation rate | 86.8% | 69.2%+17.7pp | 75.1%+11.8pp | 69.6%+17.2pp |
| Annual return | 15.35% | 30.08%-14.7pp | 109.08%-93.7pp | 31.72%-16.4pp |
| Employer contribution / active EE | $3,587 | $2,100+70.8% | $2,737+31.0% | $2,471+45.2% |
| Participant deferral / active EE | $7,081 | $2,769+155.7% | $3,710+90.9% | $3,740+89.3% |
| Admin fee / account holder | $11,866 | $2,876+312.6% | $3,845+208.6% | $5,306+123.6% |