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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 | $96,203 | $63,082+52.5% | $81,726+17.7% | $79,859+20.5% |
| Participation rate | 94.2% | 67.5%+26.7pp | 72.0%+22.2pp | 69.6%+24.6pp |
| Annual return | 10.44% | 22.66%-12.2pp | 29.49%-19.1pp | 31.71%-21.3pp |
| Employer contribution / active EE | $1,802 | $1,795+0.4% | $4,311-58.2% | $2,471-27.1% |
| Participant deferral / active EE | $5,206 | $2,780+87.2% | $7,108-26.8% | $3,741+39.2% |
| Admin fee / account holder | $10,244 | $4,428+131.3% | $5,160+98.5% | $5,307+93.0% |