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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 | $110,500 | $83,485+32.4% | $125,195-11.7% | $72,976+51.4% |
| Participation rate | 80.6% | 73.3%+7.3pp | 79.8%+0.8pp | 69.5%+11.1pp |
| Annual return | 24.81% | 25.77%-1.0pp | 43.79%-19.0pp | 81.02%-56.2pp |
| Employer contribution / active EE | $754 | $2,346-67.9% | $3,866-80.5% | $2,440-69.1% |
| Participant deferral / active EE | $4,904 | $3,586+36.7% | $4,937-0.7% | $3,608+35.9% |
| Admin fee / account holder | $11,787 | $5,518+113.6% | $9,704+21.5% | $5,124+130.0% |