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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 | $104,923 | $55,902+87.7% | $76,030+38.0% | $80,959+29.6% |
| Participation rate | 80.0% | 62.1%+17.9pp | 69.1%+10.9pp | 67.7%+12.3pp |
| Annual return | 12.67% | 20.59%-7.9pp | 361.54%-348.9pp | 35.67%-23.0pp |
| Employer contribution / active EE | $3,754 | $1,867+101.1% | $2,688+39.7% | $2,757+36.1% |
| Participant deferral / active EE | $7,336 | $3,051+140.5% | $4,257+72.3% | $4,300+70.6% |
| Admin fee / account holder | $3,729 | $5,239-28.8% | $6,421-41.9% | $6,925-46.1% |