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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 | $115,978 | $77,638+49.4% | $156,551-25.9% | $62,881+84.4% |
| Participation rate | 93.6% | 71.2%+22.4pp | 84.0%+9.6pp | 69.3%+24.3pp |
| Annual return | 16.54% | 50.33%-33.8pp | 32.23%-15.7pp | 20.14%-3.6pp |
| Employer contribution / active EE | $4,651 | $3,444+35.1% | $5,501-15.4% | $2,281+103.9% |
| Participant deferral / active EE | $5,135 | $3,046+68.6% | $4,871+5.4% | $3,203+60.3% |
| Admin fee / account holder | $1,479 | $5,561-73.4% | $13,028-88.6% | $4,296-65.6% |