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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 | $101,904 | $48,364+110.7% | $71,796+41.9% | $62,881+62.1% |
| Participation rate | 82.9% | 60.6%+22.2pp | 69.1%+13.7pp | 69.3%+13.6pp |
| Annual return | 5.91% | 13.16%-7.3pp | 78.04%-72.1pp | 20.14%-14.2pp |
| Employer contribution / active EE | $2,857 | $1,042+174.2% | $1,924+48.5% | $2,281+25.3% |
| Participant deferral / active EE | $2,149 | $2,091+2.8% | $2,794-23.1% | $3,203-32.9% |
| Admin fee / account holder | $6,864 | $3,771+82.0% | $4,815+42.6% | $4,296+59.8% |