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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 | $110,019 | $46,599+136.1% | $64,101+71.6% | $75,173+46.4% |
| Participation rate | 85.7% | 65.9%+19.8pp | 72.3%+13.4pp | 67.2%+18.5pp |
| Annual return | 13.68% | 26.06%-12.4pp | 33.72%-20.0pp | 160.72%-147.0pp |
| Employer contribution / active EE | $2,758 | $1,975+39.6% | $2,749+0.3% | $2,671+3.3% |
| Participant deferral / active EE | $3,417 | $2,837+20.5% | $3,881-11.9% | $4,126-17.2% |
| Admin fee / account holder | $4,878 | $2,956+65.0% | $3,070+58.9% | $5,651-13.7% |