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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 | $100,756 | $78,672+28.1% | $109,163-7.7% | $85,856+17.4% |
| Participation rate | 80.0% | 68.3%+11.7pp | 75.9%+4.1pp | 69.3%+10.7pp |
| Annual return | 13.01% | 25.09%-12.1pp | 25.75%-12.7pp | 318.58%-305.6pp |
| Employer contribution / active EE | $4,491 | $2,734+64.3% | $3,723+20.6% | $2,565+75.1% |
| Participant deferral / active EE | $5,225 | $3,467+50.7% | $4,654+12.3% | $3,952+32.2% |
| Admin fee / account holder | $5,539 | $5,470+1.3% | $6,754-18.0% | $6,261-11.5% |