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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 | $112,093 | $91,086+23.1% | $203,872-45.0% | $86,983+28.9% |
| Participation rate | 84.6% | 65.8%+18.8pp | 77.8%+6.8pp | 69.5%+15.1pp |
| Annual return | 19.13% | 22.30%-3.2pp | 85.11%-66.0pp | 25.83%-6.7pp |
| Employer contribution / active EE | $5,645 | $2,063+173.6% | $3,757+50.2% | $2,584+118.4% |
| Participant deferral / active EE | $5,681 | $4,019+41.4% | $6,388-11.1% | $4,194+35.5% |
| Admin fee / account holder | $3,255 | $8,987-63.8% | $11,730-72.3% | $7,856-58.6% |