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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 | $102,551 | $65,361+56.9% | $92,903+10.4% | $72,983+40.5% |
| Participation rate | 83.8% | 68.3%+15.5pp | 76.0%+7.8pp | 69.5%+14.3pp |
| Annual return | 25.66% | 42.11%-16.4pp | 109.43%-83.8pp | 81.01%-55.3pp |
| Employer contribution / active EE | $2,137 | $2,594-17.6% | $3,653-41.5% | $2,440-12.4% |
| Participant deferral / active EE | $5,826 | $3,128+86.2% | $4,238+37.5% | $3,608+61.5% |
| Admin fee / account holder | $7,269 | $4,251+71.0% | $5,795+25.4% | $5,124+41.9% |