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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 | $108,801 | $84,236+29.2% | $170,435-36.2% | $70,126+55.2% |
| Participation rate | 89.4% | 70.8%+18.5pp | 83.6%+5.8pp | 69.5%+19.8pp |
| Annual return | 16.49% | 23.06%-6.6pp | 205.94%-189.5pp | 73.15%-56.7pp |
| Employer contribution / active EE | $2,267 | $3,387-33.1% | $5,432-58.3% | $2,343-3.2% |
| Participant deferral / active EE | $5,820 | $3,086+88.6% | $4,939+17.8% | $3,332+74.7% |
| Admin fee / account holder | $4,038 | $5,698-29.1% | $13,881-70.9% | $4,645-13.1% |