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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 | $105,967 | $77,638+36.5% | $156,551-32.3% | $62,881+68.5% |
| Participation rate | 96.7% | 71.2%+25.5pp | 84.0%+12.7pp | 69.3%+27.4pp |
| Annual return | 6.46% | 50.33%-43.9pp | 32.23%-25.8pp | 20.14%-13.7pp |
| Employer contribution / active EE | $3,959 | $3,444+15.0% | $5,501-28.0% | $2,281+73.6% |
| Participant deferral / active EE | $4,784 | $3,046+57.1% | $4,871-1.8% | $3,203+49.4% |
| Admin fee / account holder | $4,763 | $5,561-14.4% | $13,028-63.4% | $4,296+10.9% |