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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 | $55,930+87.6% | $76,089+37.9% | $80,925+29.7% |
| Participation rate | 80.0% | 62.1%+17.9pp | 69.1%+10.9pp | 67.7%+12.3pp |
| Annual return | 12.67% | 20.58%-7.9pp | 360.94%-348.3pp | 35.65%-23.0pp |
| Employer contribution / active EE | $3,754 | $1,866+101.1% | $2,690+39.5% | $2,756+36.2% |
| Participant deferral / active EE | $7,336 | $3,051+140.5% | $4,259+72.2% | $4,299+70.7% |
| Admin fee / account holder | $3,729 | $5,241-28.8% | $6,418-41.9% | $6,940-46.3% |