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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 | $106,219 | $81,233+30.8% | $155,567-31.7% | $80,874+31.3% |
| Participation rate | 80.6% | 66.2%+14.4pp | 78.2%+2.4pp | 67.6%+13.0pp |
| Annual return | 15.70% | 33.33%-17.6pp | 64.74%-49.0pp | 35.62%-19.9pp |
| Employer contribution / active EE | $4,047 | $3,101+30.5% | $4,674-13.4% | $2,756+46.9% |
| Participant deferral / active EE | $5,325 | $3,452+54.3% | $5,628-5.4% | $4,297+23.9% |
| Admin fee / account holder | $5,299 | $7,998-33.7% | $15,916-66.7% | $6,935-23.6% |