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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 | $103,103 | $76,551+34.7% | $123,894-16.8% | $62,881+64.0% |
| Participation rate | 84.9% | 73.0%+11.9pp | 81.4%+3.5pp | 69.3%+15.6pp |
| Annual return | 10.13% | 18.68%-8.5pp | 47.52%-37.4pp | 20.14%-10.0pp |
| Employer contribution / active EE | $4,975 | $2,882+72.6% | $4,617+7.8% | $2,281+118.1% |
| Participant deferral / active EE | $12,613 | $4,840+160.6% | $5,984+110.8% | $3,203+293.8% |
| Admin fee / account holder | $5,488 | $4,826+13.7% | $8,357-34.3% | $4,296+27.8% |