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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 | $110,216 | $77,638+42.0% | $156,551-29.6% | $62,881+75.3% |
| Participation rate | 94.5% | 71.2%+23.3pp | 84.0%+10.5pp | 69.3%+25.2pp |
| Annual return | 8.23% | 50.33%-42.1pp | 32.23%-24.0pp | 20.14%-11.9pp |
| Employer contribution / active EE | $3,899 | $3,444+13.2% | $5,501-29.1% | $2,281+70.9% |
| Participant deferral / active EE | $4,056 | $3,046+33.2% | $4,871-16.7% | $3,203+26.6% |
| Admin fee / account holder | $323 | $5,561-94.2% | $13,028-97.5% | $4,296-92.5% |