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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 | $110,811 | $65,034+70.4% | $90,970+21.8% | $79,856+38.8% |
| Participation rate | 80.0% | 61.6%+18.4pp | 69.0%+11.0pp | 69.6%+10.4pp |
| Annual return | 14.26% | 30.45%-16.2pp | 134.60%-120.3pp | 31.71%-17.4pp |
| Employer contribution / active EE | $578 | $1,247-53.6% | $2,122-72.7% | $2,471-76.6% |
| Participant deferral / active EE | $4,817 | $2,512+91.8% | $3,373+42.8% | $3,741+28.8% |
| Admin fee / account holder | $4,191 | $4,536-7.6% | $5,961-29.7% | $5,306-21.0% |