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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 | $103,572 | $57,590+79.8% | $86,233+20.1% | $82,448+25.6% |
| Participation rate | 86.7% | 57.9%+28.8pp | 69.0%+17.6pp | 68.1%+18.6pp |
| Annual return | 16.23% | 22.41%-6.2pp | 61.39%-45.2pp | 41.64%-25.4pp |
| Employer contribution / active EE | $5,422 | $1,655+227.6% | $2,504+116.5% | $2,551+112.6% |
| Participant deferral / active EE | $3,854 | $3,080+25.1% | $4,559-15.5% | $4,139-6.9% |
| Admin fee / account holder | $1,277 | $4,730-73.0% | $8,342-84.7% | $7,234-82.3% |