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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 | $105,111 | $123,793-15.1% | $177,840-40.9% | $79,852+31.6% |
| Participation rate | 80.0% | 84.7%-4.7pp | 87.7%-7.7pp | 69.6%+10.4pp |
| Annual return | 24.15% | 22.82%+1.3pp | 48.32%-24.2pp | 31.72%-7.6pp |
| Employer contribution / active EE | $5,239 | $4,095+27.9% | $5,919-11.5% | $2,471+112.0% |
| Participant deferral / active EE | $14,957 | $5,956+151.1% | $7,714+93.9% | $3,740+299.9% |
| Admin fee / account holder | $15,260 | $7,243+110.7% | $12,431+22.8% | $5,306+187.6% |