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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 | $112,123 | $78,425+43.0% | $95,956+16.8% | $79,858+40.4% |
| Participation rate | 90.0% | 73.5%+16.5pp | 77.1%+12.9pp | 69.6%+20.4pp |
| Annual return | 14.04% | 19.37%-5.3pp | 91.63%-77.6pp | 31.72%-17.7pp |
| Employer contribution / active EE | $4,202 | $1,945+116.0% | $2,541+65.4% | $2,471+70.1% |
| Participant deferral / active EE | $4,105 | $3,440+19.3% | $4,167-1.5% | $3,740+9.8% |
| Admin fee / account holder | $7,051 | $5,622+25.4% | $6,797+3.7% | $5,306+32.9% |