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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 | $105,581 | $52,279+102.0% | $89,435+18.1% | $79,856+32.2% |
| Participation rate | 84.0% | 57.5%+26.5pp | 68.0%+16.0pp | 69.6%+14.4pp |
| Annual return | 23.31% | 22.16%+1.2pp | 245.55%-222.2pp | 31.71%-8.4pp |
| Employer contribution / active EE | $1,538 | $1,572-2.2% | $2,587-40.6% | $2,471-37.8% |
| Participant deferral / active EE | $3,699 | $2,740+35.0% | $3,890-4.9% | $3,741-1.1% |
| Admin fee / account holder | $4,086 | $3,356+21.7% | $4,884-16.4% | $5,306-23.0% |