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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 | $110,212 | $81,358+35.5% | $155,556-29.1% | $80,959+36.1% |
| Participation rate | 94.7% | 66.3%+28.5pp | 78.2%+16.5pp | 67.7%+27.1pp |
| Annual return | 18.02% | 33.39%-15.4pp | 64.84%-46.8pp | 35.67%-17.7pp |
| Employer contribution / active EE | $3,012 | $3,106-3.0% | $4,675-35.6% | $2,757+9.3% |
| Participant deferral / active EE | $6,854 | $3,455+98.4% | $5,631+21.7% | $4,300+59.4% |
| Admin fee / account holder | $2,741 | $7,994-65.7% | $15,885-82.7% | $6,925-60.4% |