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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 | $106,797 | $106,7490% | $145,433-26.6% | $82,448+29.5% |
| Participation rate | 87.2% | 75.6%+11.5pp | 82.1%+5.1pp | 68.1%+19.1pp |
| Annual return | 18.40% | 27.59%-9.2pp | 66.58%-48.2pp | 41.64%-23.2pp |
| Employer contribution / active EE | $5,080 | $3,444+47.5% | $4,554+11.5% | $2,551+99.1% |
| Participant deferral / active EE | $10,075 | $6,519+54.6% | $7,897+27.6% | $4,139+143.4% |
| Admin fee / account holder | $10,797 | $8,390+28.7% | $13,129-17.8% | $7,234+49.2% |