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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 | $105,465 | $57,350+83.9% | $83,850+25.8% | $64,181+64.3% |
| Participation rate | 96.2% | 68.6%+27.5pp | 76.1%+20.0pp | 69.6%+26.6pp |
| Annual return | 7.68% | 11.38%-3.7pp | 850.92%-843.2pp | 7.63%0pp |
| Employer contribution / active EE | $2,162 | $2,545-15.1% | $3,631-40.5% | $2,381-9.2% |
| Participant deferral / active EE | $4,265 | $2,993+42.5% | $4,082+4.5% | $3,470+22.9% |
| Admin fee / account holder | $4,360 | $4,046+7.8% | $5,478-20.4% | $4,887-10.8% |