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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 | $86,413 | $48,078+79.7% | $78,676+9.8% | $62,881+37.4% |
| Participation rate | 88.2% | 65.2%+23.0pp | 73.6%+14.7pp | 69.3%+18.9pp |
| Annual return | 8.07% | 31.36%-23.3pp | 62.19%-54.1pp | 20.14%-12.1pp |
| Employer contribution / active EE | $4,045 | $2,015+100.8% | $2,850+41.9% | $2,281+77.4% |
| Participant deferral / active EE | $5,330 | $2,587+106.0% | $3,517+51.6% | $3,203+66.4% |
| Admin fee / account holder | $5,968 | $3,206+86.2% | $4,510+32.3% | $4,296+38.9% |