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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 | $87,236 | $54,541+59.9% | $78,778+10.7% | $70,126+24.4% |
| Participation rate | 73.7% | 60.8%+12.9pp | 69.2%+4.5pp | 69.5%+4.1pp |
| Annual return | 15.09% | 21.07%-6.0pp | 35.62%-20.5pp | 73.15%-58.1pp |
| Employer contribution / active EE | $1,680 | $1,089+54.4% | $1,986-15.4% | $2,343-28.3% |
| Participant deferral / active EE | $3,381 | $2,210+53.0% | $2,958+14.3% | $3,332+1.5% |
| Admin fee / account holder | $12,466 | $3,709+236.1% | $5,134+142.8% | $4,645+168.4% |