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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 | $78,690+39.8% | $161,489-31.9% | $87,485+25.7% |
| Participation rate | 88.2% | 67.5%+20.8pp | 78.7%+9.5pp | 68.9%+19.3pp |
| Annual return | 15.40% | 32.74%-17.3pp | 89.72%-74.3pp | 26.06%-10.7pp |
| Employer contribution / active EE | $4,542 | $2,588+75.5% | $4,268+6.4% | $2,596+75.0% |
| Participant deferral / active EE | $5,641 | $3,311+70.4% | $5,630+0.2% | $4,274+32.0% |
| Admin fee / account holder | $4,566 | $6,724-32.1% | $16,006-71.5% | $7,775-41.3% |