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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 | $104,736 | $65,034+61.0% | $90,970+15.1% | $79,856+31.2% |
| Participation rate | 92.4% | 61.6%+30.8pp | 69.0%+23.4pp | 69.6%+22.8pp |
| Annual return | 13.39% | 30.45%-17.1pp | 134.60%-121.2pp | 31.71%-18.3pp |
| Employer contribution / active EE | $1,508 | $1,247+20.9% | $2,122-28.9% | $2,471-39.0% |
| Participant deferral / active EE | $4,027 | $2,512+60.3% | $3,373+19.4% | $3,741+7.7% |
| Admin fee / account holder | $9,406 | $4,536+107.4% | $5,961+57.8% | $5,306+77.3% |