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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 | $106,375 | $78,428+35.6% | $95,960+10.9% | $79,852+33.2% |
| Participation rate | 85.5% | 73.5%+12.0pp | 77.1%+8.4pp | 69.6%+15.8pp |
| Annual return | 13.44% | 19.37%-5.9pp | 91.63%-78.2pp | 31.72%-18.3pp |
| Employer contribution / active EE | $2,575 | $1,945+32.4% | $2,541+1.3% | $2,471+4.2% |
| Participant deferral / active EE | $4,008 | $3,440+16.5% | $4,167-3.8% | $3,740+7.2% |
| Admin fee / account holder | $12,086 | $5,622+115.0% | $6,797+77.8% | $5,306+127.8% |