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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 | $118,641 | $77,638+52.8% | $156,551-24.2% | $62,881+88.7% |
| Participation rate | 94.1% | 71.2%+22.9pp | 84.0%+10.1pp | 69.3%+24.8pp |
| Annual return | 10.03% | 50.33%-40.3pp | 32.23%-22.2pp | 20.14%-10.1pp |
| Employer contribution / active EE | $3,899 | $3,444+13.2% | $5,501-29.1% | $2,281+70.9% |
| Participant deferral / active EE | $5,462 | $3,046+79.4% | $4,871+12.1% | $3,203+70.5% |
| Admin fee / account holder | $2,758 | $5,561-50.4% | $13,028-78.8% | $4,296-35.8% |