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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 | $115,865 | $55,457+108.9% | $77,361+49.8% | $94,015+23.2% |
| Participation rate | 83.3% | 69.8%+13.5pp | 75.0%+8.4pp | 70.8%+12.5pp |
| Annual return | 13.08% | 15.57%-2.5pp | 1011.54%-998.5pp | 17.84%-4.8pp |
| Employer contribution / active EE | $2,636 | $2,255+16.9% | $2,990-11.8% | $2,790-5.5% |
| Participant deferral / active EE | $4,943 | $3,069+61.0% | $3,911+26.4% | $4,249+16.3% |
| Admin fee / account holder | $14,637 | $4,334+237.7% | $5,894+148.4% | $8,951+63.5% |