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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 | $111,309 | $58,493+90.3% | $84,021+32.5% | $72,975+52.5% |
| Participation rate | 81.5% | 61.2%+20.3pp | 69.0%+12.5pp | 69.5%+12.0pp |
| Annual return | 21.93% | 28.93%-7.0pp | 71.32%-49.4pp | 81.01%-59.1pp |
| Employer contribution / active EE | $2,058 | $1,163+77.0% | $1,984+3.8% | $2,440-15.7% |
| Participant deferral / active EE | $3,887 | $2,394+62.4% | $3,239+20.0% | $3,608+7.7% |
| Admin fee / account holder | $6,273 | $4,569+37.3% | $6,102+2.8% | $5,124+22.4% |