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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 | $108,164 | $68,880+57.0% | $120,580-10.3% | $80,959+33.6% |
| Participation rate | 90.6% | 61.7%+28.9pp | 72.0%+18.6pp | 67.7%+22.9pp |
| Annual return | 12.39% | 23.68%-11.3pp | 107.48%-95.1pp | 35.67%-23.3pp |
| Employer contribution / active EE | $4,163 | $2,066+101.5% | $3,469+20.0% | $2,757+51.0% |
| Participant deferral / active EE | $5,283 | $3,191+65.6% | $4,995+5.8% | $4,300+22.9% |
| Admin fee / account holder | $10,692 | $5,785+84.8% | $9,418+13.5% | $6,925+54.4% |