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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 | $97,201 | $49,249+97.4% | $70,476+37.9% | $79,852+21.7% |
| Participation rate | 92.0% | 69.2%+22.8pp | 75.1%+16.9pp | 69.6%+22.4pp |
| Annual return | 17.78% | 30.09%-12.3pp | 109.12%-91.3pp | 31.72%-13.9pp |
| Employer contribution / active EE | $3,361 | $2,100+60.0% | $2,738+22.8% | $2,471+36.0% |
| Participant deferral / active EE | $3,418 | $2,769+23.4% | $3,710-7.9% | $3,740-8.6% |
| Admin fee / account holder | $1,801 | $2,878-37.4% | $3,847-53.2% | $5,306-66.1% |