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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 | $119,526 | $91,086+31.2% | $203,872-41.4% | $86,983+37.4% |
| Participation rate | 84.1% | 65.8%+18.3pp | 77.8%+6.3pp | 69.5%+14.6pp |
| Annual return | 17.40% | 22.30%-4.9pp | 85.11%-67.7pp | 25.83%-8.4pp |
| Employer contribution / active EE | $4,209 | $2,063+104.0% | $3,757+12.0% | $2,584+62.9% |
| Participant deferral / active EE | $8,538 | $4,019+112.5% | $6,388+33.7% | $4,194+103.6% |
| Admin fee / account holder | $3,405 | $8,987-62.1% | $11,730-71.0% | $7,856-56.7% |