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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 | $103,376 | $47,944+115.6% | $67,834+52.4% | $62,881+64.4% |
| Participation rate | 95.9% | 61.1%+34.8pp | 68.8%+27.1pp | 69.3%+26.6pp |
| Annual return | 11.56% | 11.77%-0.2pp | 138.47%-126.9pp | 20.14%-8.6pp |
| Employer contribution / active EE | $4,736 | $1,562+203.2% | $2,403+97.0% | $2,281+107.6% |
| Participant deferral / active EE | $1,190 | $2,247-47.0% | $3,160-62.3% | $3,203-62.8% |
| Admin fee / account holder | $2,199 | $3,712-40.8% | $4,622-52.4% | $4,296-48.8% |