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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 | $101,677 | $51,222+98.5% | $70,544+44.1% | $75,173+35.3% |
| Participation rate | 83.1% | 61.0%+22.1pp | 68.4%+14.7pp | 67.2%+15.8pp |
| Annual return | 15.69% | 30.06%-14.4pp | 32.79%-17.1pp | 160.72%-145.0pp |
| Employer contribution / active EE | $2,650 | $1,827+45.1% | $2,976-10.9% | $2,671-0.8% |
| Participant deferral / active EE | $5,192 | $2,850+82.2% | $4,568+13.7% | $4,126+25.8% |
| Admin fee / account holder | $5,857 | $4,096+43.0% | $6,427-8.9% | $5,651+3.6% |