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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 | $46,596+136.1% | $64,099+71.6% | $75,181+46.3% |
| Participation rate | 85.7% | 65.9%+19.8pp | 72.3%+13.4pp | 67.2%+18.5pp |
| Annual return | 13.68% | 26.04%-12.4pp | 33.70%-20.0pp | 160.69%-147.0pp |
| Employer contribution / active EE | $2,758 | $1,975+39.7% | $2,748+0.4% | $2,671+3.3% |
| Participant deferral / active EE | $3,417 | $2,837+20.5% | $3,881-12.0% | $4,126-17.2% |
| Admin fee / account holder | $4,878 | $2,954+65.1% | $3,070+58.9% | $5,650-13.7% |