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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 | $109,305 | $86,050+27.0% | $189,758-42.4% | $94,015+16.3% |
| Participation rate | 75.0% | 68.9%+6.1pp | 79.8%-4.8pp | 70.8%+4.2pp |
| Annual return | 15.96% | 17.77%-1.8pp | 52.62%-36.7pp | 17.84%-1.9pp |
| Employer contribution / active EE | $2,918 | $2,819+3.5% | $4,767-38.8% | $2,790+4.6% |
| Participant deferral / active EE | $7,312 | $3,349+118.4% | $5,856+24.9% | $4,249+72.1% |
| Admin fee / account holder | $30,364 | $6,627+358.2% | $20,388+48.9% | $8,951+239.2% |