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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 | $102,838 | $65,034+58.1% | $90,970+13.0% | $79,856+28.8% |
| Participation rate | 95.5% | 61.6%+33.8pp | 69.0%+26.4pp | 69.6%+25.8pp |
| Annual return | 19.24% | 30.45%-11.2pp | 134.60%-115.4pp | 31.71%-12.5pp |
| Employer contribution / active EE | $4,285 | $1,247+243.5% | $2,122+102.0% | $2,471+73.4% |
| Participant deferral / active EE | $4,700 | $2,512+87.1% | $3,373+39.3% | $3,741+25.6% |
| Admin fee / account holder | $549 | $4,536-87.9% | $5,961-90.8% | $5,306-89.7% |