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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 | $100,877 | $77,638+29.9% | $156,551-35.6% | $62,881+60.4% |
| Participation rate | 92.3% | 71.2%+21.1pp | 84.0%+8.3pp | 69.3%+23.0pp |
| Annual return | 6.17% | 50.33%-44.2pp | 32.23%-26.1pp | 20.14%-14.0pp |
| Employer contribution / active EE | $4,913 | $3,444+42.7% | $5,501-10.7% | $2,281+115.4% |
| Participant deferral / active EE | $6,061 | $3,046+99.0% | $4,871+24.4% | $3,203+89.2% |
| Admin fee / account holder | $1,586 | $5,561-71.5% | $13,028-87.8% | $4,296-63.1% |