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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 | $103,480 | $77,638+33.3% | $156,551-33.9% | $62,881+64.6% |
| Participation rate | 87.1% | 71.2%+15.9pp | 84.0%+3.1pp | 69.3%+17.8pp |
| Annual return | 5.96% | 50.33%-44.4pp | 32.23%-26.3pp | 20.14%-14.2pp |
| Employer contribution / active EE | $4,774 | $3,444+38.6% | $5,501-13.2% | $2,281+109.3% |
| Participant deferral / active EE | $3,494 | $3,046+14.7% | $4,871-28.3% | $3,203+9.1% |
| Admin fee / account holder | $41,839 | $5,561+652.3% | $13,028+221.1% | $4,296+874.0% |