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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 | $110,747 | $91,179+21.5% | $178,499-38.0% | $79,852+38.7% |
| Participation rate | 89.6% | 69.2%+20.4pp | 81.9%+7.7pp | 69.6%+19.9pp |
| Annual return | 20.79% | 24.19%-3.4pp | 151.10%-130.3pp | 31.72%-10.9pp |
| Employer contribution / active EE | $6,082 | $3,256+86.8% | $5,011+21.4% | $2,471+146.1% |
| Participant deferral / active EE | $4,943 | $3,236+52.8% | $5,202-5.0% | $3,740+32.2% |
| Admin fee / account holder | $4,950 | $6,749-26.7% | $13,986-64.6% | $5,306-6.7% |