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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 | $115,857 | $49,249+135.2% | $70,476+64.4% | $79,852+45.1% |
| Participation rate | 94.8% | 69.2%+25.6pp | 75.1%+19.7pp | 69.6%+25.2pp |
| Annual return | 16.09% | 30.09%-14.0pp | 109.12%-93.0pp | 31.72%-15.6pp |
| Employer contribution / active EE | $3,816 | $2,100+81.7% | $2,738+39.4% | $2,471+54.4% |
| Participant deferral / active EE | $8,761 | $2,769+216.4% | $3,710+136.1% | $3,740+134.2% |
| Admin fee / account holder | $12,902 | $2,878+348.3% | $3,847+235.4% | $5,306+143.1% |