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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 | $81,276+30.7% | $155,574-31.7% | $80,925+31.3% |
| Participation rate | 80.6% | 66.2%+14.3pp | 78.2%+2.4pp | 67.7%+12.9pp |
| Annual return | 15.70% | 33.36%-17.7pp | 64.87%-49.2pp | 35.65%-20.0pp |
| Employer contribution / active EE | $4,047 | $3,103+30.4% | $4,676-13.5% | $2,756+46.8% |
| Participant deferral / active EE | $5,325 | $3,453+54.2% | $5,629-5.4% | $4,299+23.9% |
| Admin fee / account holder | $5,299 | $7,993-33.7% | $15,914-66.7% | $6,940-23.6% |