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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 | $96,237 | $45,050+113.6% | $63,018+52.7% | $70,126+37.2% |
| Participation rate | 75.9% | 69.5%+6.4pp | 74.8%+1.1pp | 69.5%+6.3pp |
| Annual return | 16.82% | 18.76%-1.9pp | 87.62%-70.8pp | 73.15%-56.3pp |
| Employer contribution / active EE | $5,199 | $2,052+153.4% | $2,761+88.3% | $2,343+121.9% |
| Participant deferral / active EE | $6,747 | $2,466+173.6% | $3,330+102.6% | $3,332+102.5% |
| Admin fee / account holder | $936 | $2,834-67.0% | $3,601-74.0% | $4,645-79.9% |