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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 | $60,442+71.4% | $96,754+7.0% | $87,485+18.4% |
| Participation rate | 86.7% | 58.7%+28.0pp | 70.3%+16.4pp | 68.9%+17.7pp |
| Annual return | 16.23% | 21.97%-5.7pp | 82.04%-65.8pp | 26.06%-9.8pp |
| Employer contribution / active EE | $5,422 | $1,691+220.7% | $2,679+102.4% | $2,596+108.9% |
| Participant deferral / active EE | $3,854 | $3,280+17.5% | $4,758-19.0% | $4,274-9.8% |
| Admin fee / account holder | $1,277 | $5,069-74.8% | $8,905-85.7% | $7,775-83.6% |