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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 | $105,731 | $87,132+21.3% | $105,624+0.1% | $80,959+30.6% |
| Participation rate | 84.7% | 70.4%+14.3pp | 75.3%+9.4pp | 67.7%+17.1pp |
| Annual return | 16.81% | 17.03%-0.2pp | 116.20%-99.4pp | 35.67%-18.9pp |
| Employer contribution / active EE | $1,696 | $2,397-29.2% | $3,168-46.4% | $2,757-38.5% |
| Participant deferral / active EE | $5,008 | $3,985+25.7% | $5,013-0.1% | $4,300+16.5% |
| Admin fee / account holder | $4,190 | $8,449-50.4% | $10,961-61.8% | $6,925-39.5% |