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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 | $104,515 | $43,749+138.9% | $158,223-33.9% | $65,306+60.0% |
| Participation rate | 90.1% | 56.9%+33.2pp | 79.2%+10.9pp | 57.7%+32.4pp |
| Annual return | 19.61% | 19.41%+0.2pp | 52.09%-32.5pp | 21.94%-2.3pp |
| Employer contribution / active EE | $2,419 | $1,497+61.5% | $4,109-41.1% | $1,967+23.0% |
| Participant deferral / active EE | $4,794 | $2,019+137.5% | $5,467-12.3% | $2,959+62.0% |
| Admin fee / account holder | $1,505 | $1,930-22.0% | $16,047-90.6% | $3,480-56.8% |