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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 | $82,784 | $45,050+83.8% | $63,018+31.4% | $70,126+18.1% |
| Participation rate | 90.9% | 69.5%+21.4pp | 74.8%+16.1pp | 69.5%+21.4pp |
| Annual return | 14.22% | 18.76%-4.5pp | 87.62%-73.4pp | 73.15%-58.9pp |
| Employer contribution / active EE | $4,077 | $2,052+98.7% | $2,761+47.7% | $2,343+74.1% |
| Participant deferral / active EE | $2,445 | $2,466-0.8% | $3,330-26.6% | $3,332-26.6% |
| Admin fee / account holder | $4,631 | $2,834+63.4% | $3,601+28.6% | $4,645-0.3% |