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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 | $103,357 | $77,638+33.1% | $156,551-34.0% | $62,881+64.4% |
| Participation rate | 97.5% | 71.2%+26.3pp | 84.0%+13.5pp | 69.3%+28.2pp |
| Annual return | 8.51% | 50.33%-41.8pp | 32.23%-23.7pp | 20.14%-11.6pp |
| Employer contribution / active EE | $4,112 | $3,444+19.4% | $5,501-25.2% | $2,281+80.3% |
| Participant deferral / active EE | $3,419 | $3,046+12.3% | $4,871-29.8% | $3,203+6.7% |
| Admin fee / account holder | $4,379 | $5,561-21.3% | $13,028-66.4% | $4,296+1.9% |