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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 | $116,702 | $57,590+102.6% | $86,233+35.3% | $82,448+41.5% |
| Participation rate | 91.3% | 57.9%+33.4pp | 69.0%+22.3pp | 68.1%+23.2pp |
| Annual return | 16.39% | 22.41%-6.0pp | 61.39%-45.0pp | 41.64%-25.3pp |
| Employer contribution / active EE | $5,741 | $1,655+246.8% | $2,504+129.2% | $2,551+125.0% |
| Participant deferral / active EE | $8,212 | $3,080+166.6% | $4,559+80.1% | $4,139+98.4% |
| Admin fee / account holder | $4,109 | $4,730-13.1% | $8,342-50.7% | $7,234-43.2% |