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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 | $77,814+41.3% | $158,223-30.5% | $86,983+26.4% |
| Participation rate | 88.2% | 68.4%+19.8pp | 79.2%+9.0pp | 69.5%+18.7pp |
| Annual return | 15.40% | 30.54%-15.1pp | 52.09%-36.7pp | 25.83%-10.4pp |
| Employer contribution / active EE | $4,542 | $2,592+75.2% | $4,109+10.6% | $2,584+75.8% |
| Participant deferral / active EE | $5,641 | $3,270+72.5% | $5,467+3.2% | $4,194+34.5% |
| Admin fee / account holder | $4,566 | $5,879-22.3% | $16,047-71.5% | $7,856-41.9% |