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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 | $118,039 | $78,423+50.5% | $95,964+23.0% | $79,856+47.8% |
| Participation rate | 93.9% | 73.5%+20.4pp | 77.1%+16.8pp | 69.6%+24.2pp |
| Annual return | 11.81% | 19.37%-7.6pp | 91.64%-79.8pp | 31.71%-19.9pp |
| Employer contribution / active EE | $6,018 | $1,945+209.3% | $2,541+136.8% | $2,471+143.5% |
| Participant deferral / active EE | $3,830 | $3,440+11.3% | $4,167-8.1% | $3,741+2.4% |
| Admin fee / account holder | $1,642 | $5,622-70.8% | $6,797-75.8% | $5,306-69.1% |