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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 | $108,679 | $67,602+60.8% | $82,312+32.0% | $70,126+55.0% |
| Participation rate | 75.9% | 72.8%+3.1pp | 76.9%-1.0pp | 69.5%+6.3pp |
| Annual return | 16.61% | 21.57%-5.0pp | 25.88%-9.3pp | 73.15%-56.5pp |
| Employer contribution / active EE | $4,062 | $1,755+131.4% | $2,428+67.3% | $2,343+73.4% |
| Participant deferral / active EE | $5,944 | $2,987+99.0% | $3,706+60.4% | $3,332+78.4% |
| Admin fee / account holder | $8,050 | $4,512+78.4% | $5,608+43.6% | $4,645+73.3% |