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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 | $119,489 | $78,423+52.4% | $95,964+24.5% | $79,856+49.6% |
| Participation rate | 89.2% | 73.5%+15.7pp | 77.1%+12.1pp | 69.6%+19.5pp |
| Annual return | 15.73% | 19.37%-3.6pp | 91.64%-75.9pp | 31.71%-16.0pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,761 | $3,440+67.5% | $4,167+38.3% | $3,741+54.0% |
| Admin fee / account holder | $6,452 | $5,622+14.8% | $6,797-5.1% | $5,306+21.6% |