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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 | $119,526 | $90,400+32.2% | $186,193-35.8% | $87,485+36.6% |
| Participation rate | 84.1% | 66.2%+18.0pp | 77.1%+7.0pp | 68.9%+15.2pp |
| Annual return | 17.40% | 22.15%-4.8pp | 78.03%-60.6pp | 26.06%-8.7pp |
| Employer contribution / active EE | $4,209 | $2,170+93.9% | $3,918+7.4% | $2,596+62.1% |
| Participant deferral / active EE | $8,538 | $4,330+97.2% | $6,513+31.1% | $4,274+99.8% |
| Admin fee / account holder | $3,405 | $8,673-60.7% | $11,058-69.2% | $7,775-56.2% |