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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 | $101,226 | $47,944+111.1% | $67,834+49.2% | $62,881+61.0% |
| Participation rate | 76.0% | 61.1%+14.9pp | 68.8%+7.2pp | 69.3%+6.7pp |
| Annual return | 5.13% | 11.77%-6.6pp | 138.47%-133.3pp | 20.14%-15.0pp |
| Employer contribution / active EE | $4,701 | $1,562+200.9% | $2,403+95.6% | $2,281+106.1% |
| Participant deferral / active EE | $4,278 | $2,247+90.4% | $3,160+35.4% | $3,203+33.6% |
| Admin fee / account holder | $9,121 | $3,712+145.7% | $4,622+97.3% | $4,296+112.3% |