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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 | $110,051 | $84,236+30.6% | $170,435-35.4% | $70,126+56.9% |
| Participation rate | 85.7% | 70.8%+14.9pp | 83.6%+2.1pp | 69.5%+16.2pp |
| Annual return | 18.40% | 23.06%-4.7pp | 205.94%-187.5pp | 73.15%-54.8pp |
| Employer contribution / active EE | $4,708 | $3,387+39.0% | $5,432-13.3% | $2,343+101.0% |
| Participant deferral / active EE | $1,805 | $3,086-41.5% | $4,939-63.4% | $3,332-45.8% |
| Admin fee / account holder | $541 | $5,698-90.5% | $13,881-96.1% | $4,645-88.4% |