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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 | $103,957 | $64,324+61.6% | $118,914-12.6% | $79,856+30.2% |
| Participation rate | 89.7% | 64.9%+24.8pp | 75.4%+14.3pp | 69.6%+20.0pp |
| Annual return | 16.29% | 86.45%-70.2pp | 35.89%-19.6pp | 31.71%-15.4pp |
| Employer contribution / active EE | $3,574 | $1,836+94.6% | $3,264+9.5% | $2,471+44.6% |
| Participant deferral / active EE | $5,348 | $2,824+89.4% | $4,266+25.4% | $3,741+43.0% |
| Admin fee / account holder | $6,823 | $4,040+68.9% | $6,582+3.7% | $5,306+28.6% |