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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 | $105,965 | $49,249+115.2% | $70,476+50.4% | $79,852+32.7% |
| Participation rate | 92.1% | 69.2%+22.9pp | 75.1%+17.0pp | 69.6%+22.5pp |
| Annual return | 12.32% | 30.09%-17.8pp | 109.12%-96.8pp | 31.72%-19.4pp |
| Employer contribution / active EE | $3,016 | $2,100+43.6% | $2,738+10.2% | $2,471+22.1% |
| Participant deferral / active EE | $5,340 | $2,769+92.8% | $3,710+43.9% | $3,740+42.8% |
| Admin fee / account holder | $19,906 | $2,878+591.7% | $3,847+417.5% | $5,306+275.1% |