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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 | $87,889 | $77,638+13.2% | $156,551-43.9% | $62,881+39.8% |
| Participation rate | 96.2% | 71.2%+25.0pp | 84.0%+12.1pp | 69.3%+26.8pp |
| Annual return | 10.42% | 50.33%-39.9pp | 32.23%-21.8pp | 20.14%-9.7pp |
| Employer contribution / active EE | $5,667 | $3,444+64.6% | $5,501+3.0% | $2,281+148.5% |
| Participant deferral / active EE | $6,383 | $3,046+109.6% | $4,871+31.0% | $3,203+99.3% |
| Admin fee / account holder | $3,940 | $5,561-29.2% | $13,028-69.8% | $4,296-8.3% |