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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 | $108,919 | $94,436+15.3% | $115,599-5.8% | $82,637+31.8% |
| Participation rate | 75.0% | 70.4%+4.6pp | 74.3%+0.7pp | 68.1%+6.9pp |
| Annual return | 15.78% | 18.37%-2.6pp | 111.10%-95.3pp | 53.51%-37.7pp |
| Employer contribution / active EE | $5,876 | $2,324+152.9% | $2,955+98.8% | $2,552+130.2% |
| Participant deferral / active EE | $4,172 | $3,955+5.5% | $4,889-14.7% | $4,126+1.1% |
| Admin fee / account holder | $5,780 | $10,328-44.0% | $12,841-55.0% | $7,339-21.2% |