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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 | $120,634 | $46,599+158.9% | $64,101+88.2% | $75,173+60.5% |
| Participation rate | 81.9% | 65.9%+16.0pp | 72.3%+9.6pp | 67.2%+14.7pp |
| Annual return | 16.37% | 26.06%-9.7pp | 33.72%-17.3pp | 160.72%-144.3pp |
| Employer contribution / active EE | $3,992 | $1,975+102.1% | $2,749+45.2% | $2,671+49.4% |
| Participant deferral / active EE | $5,250 | $2,837+85.1% | $3,881+35.3% | $4,126+27.2% |
| Admin fee / account holder | $6,016 | $2,956+103.5% | $3,070+95.9% | $5,651+6.5% |