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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 | $103,562 | $48,078+115.4% | $78,676+31.6% | $62,881+64.7% |
| Participation rate | 87.9% | 65.2%+22.7pp | 73.6%+14.3pp | 69.3%+18.6pp |
| Annual return | 9.33% | 31.36%-22.0pp | 62.19%-52.9pp | 20.14%-10.8pp |
| Employer contribution / active EE | $2,489 | $2,015+23.6% | $2,850-12.7% | $2,281+9.1% |
| Participant deferral / active EE | $4,993 | $2,587+93.0% | $3,517+42.0% | $3,203+55.9% |
| Admin fee / account holder | $11,568 | $3,206+260.8% | $4,510+156.5% | $4,296+169.3% |