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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 | $112,666 | $58,627+92.2% | $76,735+46.8% | $82,448+36.7% |
| Participation rate | 84.6% | 63.2%+21.4pp | 69.5%+15.1pp | 68.1%+16.5pp |
| Annual return | 18.33% | 39.10%-20.8pp | 29.77%-11.4pp | 41.64%-23.3pp |
| Employer contribution / active EE | $2,741 | $1,729+58.5% | $2,454+11.7% | $2,551+7.5% |
| Participant deferral / active EE | $5,142 | $3,134+64.1% | $4,088+25.8% | $4,139+24.2% |
| Admin fee / account holder | $407 | $5,323-92.4% | $7,189-94.3% | $7,234-94.4% |