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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 | $105,032 | $65,034+61.5% | $90,970+15.5% | $79,856+31.5% |
| Participation rate | 90.0% | 61.6%+28.4pp | 69.0%+21.0pp | 69.6%+20.4pp |
| Annual return | 17.49% | 30.45%-13.0pp | 134.60%-117.1pp | 31.71%-14.2pp |
| Employer contribution / active EE | $3,533 | $1,247+183.3% | $2,122+66.5% | $2,471+43.0% |
| Participant deferral / active EE | $4,455 | $2,512+77.3% | $3,373+32.1% | $3,741+19.1% |
| Admin fee / account holder | $4,527 | $4,536-0.2% | $5,961-24.0% | $5,306-14.7% |