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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 | $104,813 | $58,828+78.2% | $78,002+34.4% | $62,881+66.7% |
| Participation rate | 84.6% | 71.1%+13.6pp | 75.5%+9.1pp | 69.3%+15.3pp |
| Annual return | 7.84% | 17.16%-9.3pp | 425.99%-418.1pp | 20.14%-12.3pp |
| Employer contribution / active EE | $1,771 | $1,672+5.9% | $2,470-28.3% | $2,281-22.4% |
| Participant deferral / active EE | $4,305 | $2,686+60.3% | $3,497+23.1% | $3,203+34.4% |
| Admin fee / account holder | $1,718 | $4,393-60.9% | $5,481-68.7% | $4,296-60.0% |