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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 | $121,793 | $84,236+44.6% | $170,435-28.5% | $70,126+73.7% |
| Participation rate | 98.5% | 70.8%+27.7pp | 83.6%+14.9pp | 69.5%+29.0pp |
| Annual return | 17.09% | 23.06%-6.0pp | 205.94%-188.8pp | 73.15%-56.1pp |
| Employer contribution / active EE | $5,339 | $3,387+57.6% | $5,432-1.7% | $2,343+127.9% |
| Participant deferral / active EE | $3,683 | $3,086+19.4% | $4,939-25.4% | $3,332+10.5% |
| Admin fee / account holder | $447 | $5,698-92.1% | $13,881-96.8% | $4,645-90.4% |