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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 | $101,905 | $86,341+18.0% | $125,195-18.6% | $65,186+56.3% |
| Participation rate | 84.3% | 75.3%+9.0pp | 79.8%+4.5pp | 70.2%+14.1pp |
| Annual return | 19.99% | 27.44%-7.4pp | 43.79%-23.8pp | 29.39%-9.4pp |
| Employer contribution / active EE | $2,555 | $2,040+25.3% | $3,866-33.9% | $2,177+17.4% |
| Participant deferral / active EE | $5,641 | $3,538+59.4% | $4,937+14.3% | $3,514+60.5% |
| Admin fee / account holder | $5,935 | $609+874.0% | $9,704-38.8% | $847+600.5% |