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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 | $109,989 | $76,407+44.0% | $150,298-26.8% | $82,448+33.4% |
| Participation rate | 88.2% | 66.4%+21.8pp | 77.8%+10.5pp | 68.1%+20.2pp |
| Annual return | 15.40% | 39.99%-24.6pp | 62.79%-47.4pp | 41.64%-26.2pp |
| Employer contribution / active EE | $4,542 | $2,614+73.8% | $4,154+9.3% | $2,551+78.1% |
| Participant deferral / active EE | $5,641 | $3,214+75.5% | $5,453+3.5% | $4,139+36.3% |
| Admin fee / account holder | $4,566 | $6,352-28.1% | $14,116-67.7% | $7,234-36.9% |