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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 | $84,442 | $48,078+75.6% | $78,676+7.3% | $62,881+34.3% |
| Participation rate | 91.7% | 65.2%+26.5pp | 73.6%+18.1pp | 69.3%+22.4pp |
| Annual return | 5.92% | 31.36%-25.4pp | 62.19%-56.3pp | 20.14%-14.2pp |
| Employer contribution / active EE | $4,845 | $2,015+140.5% | $2,850+70.0% | $2,281+112.4% |
| Participant deferral / active EE | $5,407 | $2,587+109.0% | $3,517+53.8% | $3,203+68.8% |
| Admin fee / account holder | $4,092 | $3,206+27.6% | $4,510-9.3% | $4,296-4.7% |