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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 | $94,599 | $76,407+23.8% | $150,298-37.1% | $82,448+14.7% |
| Participation rate | 89.7% | 66.4%+23.3pp | 77.8%+11.9pp | 68.1%+21.6pp |
| Annual return | 18.81% | 39.99%-21.2pp | 62.79%-44.0pp | 41.64%-22.8pp |
| Employer contribution / active EE | $4,372 | $2,614+67.2% | $4,154+5.2% | $2,551+71.4% |
| Participant deferral / active EE | $6,825 | $3,214+112.3% | $5,453+25.2% | $4,139+64.9% |
| Admin fee / account holder | $2,251 | $6,352-64.6% | $14,116-84.1% | $7,234-68.9% |