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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 | $112,181 | $81,233+38.1% | $155,567-27.9% | $80,874+38.7% |
| Participation rate | 92.9% | 66.2%+26.6pp | 78.2%+14.7pp | 67.6%+25.2pp |
| Annual return | 13.66% | 33.33%-19.7pp | 64.74%-51.1pp | 35.62%-22.0pp |
| Employer contribution / active EE | $2,639 | $3,101-14.9% | $4,674-43.5% | $2,756-4.2% |
| Participant deferral / active EE | $4,379 | $3,452+26.8% | $5,628-22.2% | $4,297+1.9% |
| Admin fee / account holder | $15,344 | $7,998+91.9% | $15,916-3.6% | $6,935+121.3% |