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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 | $103,987 | $107,421-3.2% | $182,262-42.9% | $94,015+10.6% |
| Participation rate | 84.0% | 77.8%+6.2pp | 84.2%-0.2pp | 70.8%+13.2pp |
| Annual return | 13.70% | 21.32%-7.6pp | 140.60%-126.9pp | 17.84%-4.1pp |
| Employer contribution / active EE | $5,546 | $3,448+60.9% | $5,046+9.9% | $2,790+98.8% |
| Participant deferral / active EE | $3,502 | $6,558-46.6% | $8,276-57.7% | $4,249-17.6% |
| Admin fee / account holder | $3,915 | $8,692-55.0% | $16,712-76.6% | $8,951-56.3% |