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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 | $104,818 | $45,087+132.5% | $69,483+50.9% | $72,976+43.6% |
| Participation rate | 75.9% | 68.5%+7.4pp | 74.6%+1.3pp | 69.5%+6.4pp |
| Annual return | 14.77% | 22.67%-7.9pp | 28.99%-14.2pp | 81.02%-66.2pp |
| Employer contribution / active EE | $5,369 | $2,055+161.2% | $2,780+93.1% | $2,440+120.0% |
| Participant deferral / active EE | $1,259 | $2,603-51.7% | $3,537-64.4% | $3,608-65.1% |
| Admin fee / account holder | $611 | $3,057-80.0% | $3,841-84.1% | $5,124-88.1% |