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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 | $99,702 | $58,828+69.5% | $78,002+27.8% | $62,881+58.6% |
| Participation rate | 85.2% | 71.1%+14.2pp | 75.5%+9.7pp | 69.3%+15.9pp |
| Annual return | 4.89% | 17.16%-12.3pp | 425.99%-421.1pp | 20.14%-15.3pp |
| Employer contribution / active EE | $3,578 | $1,672+114.0% | $2,470+44.8% | $2,281+56.9% |
| Participant deferral / active EE | $6,604 | $2,686+145.9% | $3,497+88.8% | $3,203+106.2% |
| Admin fee / account holder | $11,007 | $4,393+150.6% | $5,481+100.8% | $4,296+156.2% |