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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 | $111,169 | $45,050+146.8% | $63,018+76.4% | $70,126+58.5% |
| Participation rate | 83.0% | 69.5%+13.4pp | 74.8%+8.2pp | 69.5%+13.4pp |
| Annual return | 14.58% | 18.76%-4.2pp | 87.62%-73.0pp | 73.15%-58.6pp |
| Employer contribution / active EE | $4,068 | $2,052+98.3% | $2,761+47.4% | $2,343+73.7% |
| Participant deferral / active EE | $4,806 | $2,466+94.9% | $3,330+44.3% | $3,332+44.2% |
| Admin fee / account holder | $4,713 | $2,834+66.3% | $3,601+30.9% | $4,645+1.5% |