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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 | $105,064 | $64,324+63.3% | $118,946-11.7% | $79,852+31.6% |
| Participation rate | 97.4% | 64.9%+32.6pp | 75.4%+22.0pp | 69.6%+27.8pp |
| Annual return | 14.22% | 86.45%-72.2pp | 35.89%-21.7pp | 31.72%-17.5pp |
| Employer contribution / active EE | $3,854 | $1,836+109.9% | $3,263+18.1% | $2,471+56.0% |
| Participant deferral / active EE | $5,462 | $2,824+93.4% | $4,266+28.0% | $3,740+46.0% |
| Admin fee / account holder | $5,643 | $4,040+39.7% | $6,581-14.3% | $5,306+6.3% |