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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 | $79,419 | $51,638+53.8% | $129,406-38.6% | $80,959-1.9% |
| Participation rate | 85.0% | 56.9%+28.1pp | 69.6%+15.4pp | 67.7%+17.3pp |
| Annual return | 15.21% | 20.78%-5.6pp | 9468.18%-9453.0pp | 35.67%-20.5pp |
| Employer contribution / active EE | $5,728 | $1,584+261.7% | $4,155+37.8% | $2,757+107.7% |
| Participant deferral / active EE | $10,562 | $2,670+295.6% | $4,167+153.5% | $4,300+145.6% |
| Admin fee / account holder | $5,456 | $4,313+26.5% | $7,689-29.0% | $6,925-21.2% |