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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 | $89,821 | $49,255+82.4% | $70,494+27.4% | $79,856+12.5% |
| Participation rate | 98.2% | 69.2%+29.1pp | 75.1%+23.2pp | 69.6%+28.6pp |
| Annual return | 19.85% | 30.10%-10.3pp | 109.16%-89.3pp | 31.71%-11.9pp |
| Employer contribution / active EE | $4,522 | $2,100+115.3% | $2,738+65.2% | $2,471+83.0% |
| Participant deferral / active EE | $4,046 | $2,768+46.2% | $3,711+9.0% | $3,741+8.2% |
| Admin fee / account holder | $4,744 | $2,879+64.8% | $3,848+23.3% | $5,306-10.6% |