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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 | $99,467 | $65,367+52.2% | $92,915+7.1% | $72,976+36.3% |
| Participation rate | 80.7% | 68.3%+12.4pp | 76.0%+4.7pp | 69.5%+11.2pp |
| Annual return | 20.96% | 42.11%-21.1pp | 109.45%-88.5pp | 81.02%-60.1pp |
| Employer contribution / active EE | $1,605 | $2,594-38.1% | $3,653-56.1% | $2,440-34.2% |
| Participant deferral / active EE | $4,056 | $3,128+29.6% | $4,238-4.3% | $3,608+12.4% |
| Admin fee / account holder | $6,566 | $4,251+54.5% | $5,796+13.3% | $5,124+28.1% |