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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 | $94,175 | $46,877+100.9% | $122,354-23.0% | $70,126+34.3% |
| Participation rate | 89.2% | 58.2%+31.0pp | 71.6%+17.5pp | 69.5%+19.6pp |
| Annual return | 18.13% | 24.22%-6.1pp | 30.28%-12.1pp | 73.15%-55.0pp |
| Employer contribution / active EE | $3,365 | $1,288+161.2% | $4,051-16.9% | $2,343+43.7% |
| Participant deferral / active EE | $6,768 | $2,167+212.3% | $3,287+105.9% | $3,332+103.1% |
| Admin fee / account holder | $3,678 | $3,324+10.7% | $5,479-32.9% | $4,645-20.8% |