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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 | $61,781 | $54,763+12.8% | $90,324-31.6% | $72,976-15.3% |
| Participation rate | 86.0% | 65.2%+20.8pp | 73.3%+12.7pp | 69.5%+16.5pp |
| Annual return | 23.78% | 30.63%-6.9pp | 78.15%-54.4pp | 81.02%-57.2pp |
| Employer contribution / active EE | $4,113 | $2,093+96.5% | $2,856+44.0% | $2,440+68.6% |
| Participant deferral / active EE | $3,564 | $2,887+23.4% | $3,885-8.3% | $3,608-1.2% |
| Admin fee / account holder | $15,849 | $3,973+298.9% | $5,356+195.9% | $5,124+209.3% |