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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 | $105,458 | $77,638+35.8% | $156,551-32.6% | $62,881+67.7% |
| Participation rate | 97.7% | 71.2%+26.5pp | 84.0%+13.7pp | 69.3%+28.4pp |
| Annual return | 14.54% | 50.33%-35.8pp | 32.23%-17.7pp | 20.14%-5.6pp |
| Employer contribution / active EE | $3,630 | $3,444+5.4% | $5,501-34.0% | $2,281+59.1% |
| Participant deferral / active EE | $5,042 | $3,046+65.6% | $4,871+3.5% | $3,203+57.4% |
| Admin fee / account holder | $1,763 | $5,561-68.3% | $13,028-86.5% | $4,296-59.0% |