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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 | $106,918 | $68,852+55.3% | $120,524-11.3% | $80,925+32.1% |
| Participation rate | 76.5% | 61.6%+14.8pp | 71.9%+4.5pp | 67.7%+8.8pp |
| Annual return | 16.04% | 23.67%-7.6pp | 107.36%-91.3pp | 35.65%-19.6pp |
| Employer contribution / active EE | $2,932 | $2,063+42.1% | $3,469-15.5% | $2,756+6.4% |
| Participant deferral / active EE | $6,046 | $3,187+89.7% | $4,994+21.1% | $4,299+40.6% |
| Admin fee / account holder | $776 | $5,781-86.6% | $9,440-91.8% | $6,940-88.8% |