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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 | $108,536 | $76,407+42.0% | $150,298-27.8% | $82,448+31.6% |
| Participation rate | 80.4% | 66.4%+14.0pp | 77.8%+2.7pp | 68.1%+12.4pp |
| Annual return | 17.96% | 39.99%-22.0pp | 62.79%-44.8pp | 41.64%-23.7pp |
| Employer contribution / active EE | $3,004 | $2,614+14.9% | $4,154-27.7% | $2,551+17.7% |
| Participant deferral / active EE | $5,578 | $3,214+73.5% | $5,453+2.3% | $4,139+34.8% |
| Admin fee / account holder | $1,099 | $6,352-82.7% | $14,116-92.2% | $7,234-84.8% |