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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 | $107,534 | $87,132+23.4% | $105,624+1.8% | $80,959+32.8% |
| Participation rate | 88.9% | 70.4%+18.5pp | 75.3%+13.6pp | 67.7%+21.2pp |
| Annual return | 21.40% | 17.03%+4.4pp | 116.20%-94.8pp | 35.67%-14.3pp |
| Employer contribution / active EE | $3,531 | $2,397+47.3% | $3,168+11.5% | $2,757+28.1% |
| Participant deferral / active EE | $4,717 | $3,985+18.3% | $5,013-5.9% | $4,300+9.7% |
| Admin fee / account holder | $3,020 | $8,449-64.3% | $10,961-72.5% | $6,925-56.4% |