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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 | $109,295 | $73,955+47.8% | $96,520+13.2% | $75,181+45.4% |
| Participation rate | 83.8% | 66.4%+17.4pp | 74.3%+9.4pp | 67.2%+16.6pp |
| Annual return | 16.11% | 26.72%-10.6pp | 35.72%-19.6pp | 160.69%-144.6pp |
| Employer contribution / active EE | $5,962 | $2,930+103.5% | $3,739+59.5% | $2,671+123.3% |
| Participant deferral / active EE | $2,773 | $3,659-24.2% | $4,879-43.2% | $4,126-32.8% |
| Admin fee / account holder | $9,815 | $5,217+88.1% | $6,733+45.8% | $5,650+73.7% |