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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 | $122,390 | $45,050+171.7% | $63,018+94.2% | $70,126+74.5% |
| Participation rate | 88.9% | 69.5%+19.4pp | 74.8%+14.1pp | 69.5%+19.3pp |
| Annual return | 14.98% | 18.76%-3.8pp | 87.62%-72.6pp | 73.15%-58.2pp |
| Employer contribution / active EE | $4,346 | $2,052+111.8% | $2,761+57.4% | $2,343+85.5% |
| Participant deferral / active EE | $5,192 | $2,466+110.6% | $3,330+55.9% | $3,332+55.8% |
| Admin fee / account holder | $7,452 | $2,834+163.0% | $3,601+107.0% | $4,645+60.4% |