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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 | $103,972 | $55,902+86.0% | $76,030+36.8% | $80,959+28.4% |
| Participation rate | 82.7% | 62.1%+20.6pp | 69.1%+13.6pp | 67.7%+15.0pp |
| Annual return | 14.45% | 20.59%-6.1pp | 361.54%-347.1pp | 35.67%-21.2pp |
| Employer contribution / active EE | $5,096 | $1,867+173.0% | $2,688+89.6% | $2,757+84.8% |
| Participant deferral / active EE | $4,055 | $3,051+32.9% | $4,257-4.8% | $4,300-5.7% |
| Admin fee / account holder | $2,341 | $5,239-55.3% | $6,421-63.5% | $6,925-66.2% |