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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 | $109,896 | $65,367+68.1% | $92,915+18.3% | $72,976+50.6% |
| Participation rate | 78.5% | 68.3%+10.2pp | 76.0%+2.5pp | 69.5%+9.0pp |
| Annual return | 26.39% | 42.11%-15.7pp | 109.45%-83.1pp | 81.02%-54.6pp |
| Employer contribution / active EE | $6,168 | $2,594+137.8% | $3,653+68.8% | $2,440+152.8% |
| Participant deferral / active EE | $2,598 | $3,128-17.0% | $4,238-38.7% | $3,608-28.0% |
| Admin fee / account holder | $4,166 | $4,251-2.0% | $5,796-28.1% | $5,124-18.7% |