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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 | $104,334 | $70,684+47.6% | $169,390-38.4% | $75,173+38.8% |
| Participation rate | 87.9% | 64.8%+23.1pp | 77.2%+10.7pp | 67.2%+20.7pp |
| Annual return | 18.17% | 36.38%-18.2pp | 406.07%-387.9pp | 160.72%-142.5pp |
| Employer contribution / active EE | $2,901 | $2,211+31.2% | $4,013-27.7% | $2,671+8.6% |
| Participant deferral / active EE | $4,580 | $4,310+6.3% | $6,222-26.4% | $4,126+11.0% |
| Admin fee / account holder | $3,391 | $5,404-37.2% | $9,015-62.4% | $5,651-40.0% |