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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 | $111,499 | $77,638+43.6% | $156,551-28.8% | $62,881+77.3% |
| Participation rate | 75.0% | 71.2%+3.8pp | 84.0%-9.0pp | 69.3%+5.7pp |
| Annual return | 7.08% | 50.33%-43.2pp | 32.23%-25.1pp | 20.14%-13.1pp |
| Employer contribution / active EE | $2,058 | $3,444-40.2% | $5,501-62.6% | $2,281-9.8% |
| Participant deferral / active EE | $3,920 | $3,046+28.7% | $4,871-19.5% | $3,203+22.4% |
| Admin fee / account holder | $8,898 | $5,561+60.0% | $13,028-31.7% | $4,296+107.1% |