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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 | $102,436 | $46,534+120.1% | $64,097+59.8% | $75,177+36.3% |
| Participation rate | 91.5% | 65.9%+25.6pp | 72.3%+19.2pp | 67.2%+24.3pp |
| Annual return | 19.50% | 26.07%-6.6pp | 33.75%-14.2pp | 160.75%-141.3pp |
| Employer contribution / active EE | $5,342 | $1,976+170.4% | $2,750+94.2% | $2,671+100.0% |
| Participant deferral / active EE | $5,669 | $2,835+100.0% | $3,881+46.1% | $4,126+37.4% |
| Admin fee / account holder | $5,052 | $2,957+70.9% | $3,070+64.6% | $5,651-10.6% |