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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 | $84,108 | $61,660+36.4% | $80,022+5.1% | $64,173+31.1% |
| Participation rate | 79.3% | 71.7%+7.6pp | 75.8%+3.5pp | 69.6%+9.7pp |
| Annual return | 32.52% | -0.33%+32.8pp | 11.22%+21.3pp | 7.63%+24.9pp |
| Employer contribution / active EE | $3,781 | $1,810+108.8% | $2,468+53.2% | $2,381+58.8% |
| Participant deferral / active EE | $3,777 | $2,968+27.3% | $3,686+2.5% | $3,470+8.8% |
| Admin fee / account holder | $62,176 | $5,417+1047.8% | $6,521+853.5% | $4,887+1172.2% |