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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 | $108,296 | $76,551+41.5% | $123,894-12.6% | $62,881+72.2% |
| Participation rate | 88.6% | 73.0%+15.6pp | 81.4%+7.2pp | 69.3%+19.3pp |
| Annual return | 5.88% | 18.68%-12.8pp | 47.52%-41.6pp | 20.14%-14.3pp |
| Employer contribution / active EE | $1,395 | $2,882-51.6% | $4,617-69.8% | $2,281-38.8% |
| Participant deferral / active EE | $7,010 | $4,840+44.8% | $5,984+17.1% | $3,203+118.9% |
| Admin fee / account holder | $15,285 | $4,826+216.7% | $8,357+82.9% | $4,296+255.8% |