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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 | $51,631+53.8% | $129,397-38.6% | $80,925-1.9% |
| Participation rate | 85.0% | 56.9%+28.1pp | 69.6%+15.4pp | 67.7%+17.3pp |
| Annual return | 15.21% | 20.77%-5.6pp | 9453.98%-9438.8pp | 35.65%-20.4pp |
| Employer contribution / active EE | $5,728 | $1,583+261.8% | $4,154+37.9% | $2,756+107.8% |
| Participant deferral / active EE | $10,562 | $2,670+295.6% | $4,167+153.5% | $4,299+145.7% |
| Admin fee / account holder | $5,456 | $4,309+26.6% | $7,679-28.9% | $6,940-21.4% |