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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 | $50,554+129.2% | $67,681+71.2% | $87,485+32.4% |
| Participation rate | 83.3% | 67.7%+15.6pp | 73.7%+9.6pp | 68.9%+14.4pp |
| Annual return | 13.08% | 17.81%-4.7pp | 590.58%-577.5pp | 26.06%-13.0pp |
| Employer contribution / active EE | $2,636 | $1,988+32.6% | $2,678-1.6% | $2,596+1.5% |
| Participant deferral / active EE | $4,943 | $2,961+66.9% | $3,976+24.3% | $4,274+15.7% |
| Admin fee / account holder | $14,637 | $4,132+254.2% | $6,100+140.0% | $7,775+88.3% |