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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 | $108,067 | $65,361+65.3% | $92,903+16.3% | $72,983+48.1% |
| Participation rate | 81.4% | 68.3%+13.1pp | 76.0%+5.4pp | 69.5%+12.0pp |
| Annual return | 18.79% | 42.11%-23.3pp | 109.43%-90.6pp | 81.01%-62.2pp |
| Employer contribution / active EE | $3,271 | $2,594+26.1% | $3,653-10.5% | $2,440+34.1% |
| Participant deferral / active EE | $5,101 | $3,128+63.1% | $4,238+20.4% | $3,608+41.4% |
| Admin fee / account holder | $4,763 | $4,251+12.0% | $5,795-17.8% | $5,124-7.0% |