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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 | $92,326 | $76,551+20.6% | $123,894-25.5% | $62,881+46.8% |
| Participation rate | 76.7% | 73.0%+3.7pp | 81.4%-4.7pp | 69.3%+7.4pp |
| Annual return | 5.89% | 18.68%-12.8pp | 47.52%-41.6pp | 20.14%-14.3pp |
| Employer contribution / active EE | $3,625 | $2,882+25.8% | $4,617-21.5% | $2,281+58.9% |
| Participant deferral / active EE | $9,347 | $4,840+93.1% | $5,984+56.2% | $3,203+191.8% |
| Admin fee / account holder | $17,792 | $4,826+268.7% | $8,357+112.9% | $4,296+314.2% |