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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 | $99,691 | $58,493+70.4% | $84,023+18.6% | $72,976+36.6% |
| Participation rate | 78.6% | 61.2%+17.3pp | 69.0%+9.6pp | 69.5%+9.1pp |
| Annual return | 24.49% | 28.93%-4.4pp | 71.32%-46.8pp | 81.02%-56.5pp |
| Employer contribution / active EE | $1,280 | $1,163+10.1% | $1,984-35.5% | $2,440-47.5% |
| Participant deferral / active EE | $5,555 | $2,394+132.1% | $3,239+71.5% | $3,608+54.0% |
| Admin fee / account holder | $1,245 | $4,569-72.7% | $6,102-79.6% | $5,124-75.7% |