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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 | $78,690+38.9% | $161,489-32.3% | $87,485+24.9% |
| Participation rate | 75.0% | 67.5%+7.5pp | 78.7%-3.7pp | 68.9%+6.1pp |
| Annual return | 15.96% | 32.74%-16.8pp | 89.72%-73.8pp | 26.06%-10.1pp |
| Employer contribution / active EE | $2,918 | $2,588+12.7% | $4,268-31.6% | $2,596+12.4% |
| Participant deferral / active EE | $7,312 | $3,311+120.9% | $5,630+29.9% | $4,274+71.1% |
| Admin fee / account holder | $30,364 | $6,724+351.6% | $16,006+89.7% | $7,775+290.5% |