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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 | $99,052 | $57,352+72.7% | $83,831+18.2% | $64,173+54.4% |
| Participation rate | 90.0% | 68.6%+21.4pp | 76.1%+13.9pp | 69.6%+20.4pp |
| Annual return | 17.21% | 11.38%+5.8pp | 850.99%-833.8pp | 7.63%+9.6pp |
| Employer contribution / active EE | $943 | $2,546-63.0% | $3,631-74.0% | $2,381-60.4% |
| Participant deferral / active EE | $7,579 | $2,993+153.2% | $4,082+85.7% | $3,470+118.4% |
| Admin fee / account holder | $14,905 | $4,046+268.4% | $5,479+172.1% | $4,887+205.0% |