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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 | $107,437 | $60,442+77.8% | $96,754+11.0% | $87,485+22.8% |
| Participation rate | 81.3% | 58.7%+22.5pp | 70.3%+11.0pp | 68.9%+12.3pp |
| Annual return | 15.53% | 21.97%-6.4pp | 82.04%-66.5pp | 26.06%-10.5pp |
| Employer contribution / active EE | $2,170 | $1,691+28.3% | $2,679-19.0% | $2,596-16.4% |
| Participant deferral / active EE | $3,722 | $3,280+13.5% | $4,758-21.8% | $4,274-12.9% |
| Admin fee / account holder | $970 | $5,069-80.9% | $8,905-89.1% | $7,775-87.5% |