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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 | $120,523 | $78,428+53.7% | $95,960+25.6% | $79,852+50.9% |
| Participation rate | 94.9% | 73.5%+21.4pp | 77.1%+17.8pp | 69.6%+25.2pp |
| Annual return | 10.49% | 19.37%-8.9pp | 91.63%-81.1pp | 31.72%-21.2pp |
| Employer contribution / active EE | $2,510 | $1,945+29.0% | $2,541-1.2% | $2,471+1.6% |
| Participant deferral / active EE | $4,395 | $3,440+27.8% | $4,167+5.5% | $3,740+17.5% |
| Admin fee / account holder | $41,726 | $5,622+642.2% | $6,797+513.9% | $5,306+686.4% |