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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 | $106,018 | $60,349+75.7% | $74,184+42.9% | $62,881+68.6% |
| Participation rate | 82.4% | 72.7%+9.6pp | 76.6%+5.7pp | 69.3%+13.0pp |
| Annual return | 6.81% | 21.38%-14.6pp | 17.74%-10.9pp | 20.14%-13.3pp |
| Employer contribution / active EE | $1,901 | $1,680+13.2% | $2,370-19.8% | $2,281-16.6% |
| Participant deferral / active EE | $4,882 | $2,856+70.9% | $3,550+37.5% | $3,203+52.4% |
| Admin fee / account holder | $17,939 | $4,261+321.0% | $5,586+221.2% | $4,296+317.6% |