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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 | $106,349 | $75,541+40.8% | $152,093-30.1% | $82,637+28.7% |
| Participation rate | 94.1% | 66.5%+27.6pp | 77.8%+16.4pp | 68.1%+26.1pp |
| Annual return | 15.86% | 32.56%-16.7pp | 66.36%-50.5pp | 53.51%-37.6pp |
| Employer contribution / active EE | $2,320 | $2,622-11.5% | $4,175-44.4% | $2,552-9.1% |
| Participant deferral / active EE | $6,086 | $3,206+89.9% | $5,451+11.6% | $4,126+47.5% |
| Admin fee / account holder | $7,695 | $6,405+20.2% | $14,497-46.9% | $7,339+4.9% |