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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 | $68,852+57.1% | $120,524-10.3% | $80,925+33.7% |
| Participation rate | 90.6% | 61.6%+28.9pp | 71.9%+18.6pp | 67.7%+22.9pp |
| Annual return | 12.39% | 23.67%-11.3pp | 107.36%-95.0pp | 35.65%-23.3pp |
| Employer contribution / active EE | $4,163 | $2,063+101.8% | $3,469+20.0% | $2,756+51.0% |
| Participant deferral / active EE | $5,283 | $3,187+65.8% | $4,994+5.8% | $4,299+22.9% |
| Admin fee / account holder | $10,692 | $5,781+85.0% | $9,440+13.3% | $6,940+54.1% |