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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 | $109,100 | $80,855+34.9% | $153,416-28.9% | $86,983+25.4% |
| Participation rate | 72.4% | 64.1%+8.2pp | 74.3%-2.0pp | 69.5%+2.8pp |
| Annual return | 10.47% | 16.18%-5.7pp | 17.84%-7.4pp | 25.83%-15.4pp |
| Employer contribution / active EE | $6,005 | $2,308+160.2% | $3,764+59.6% | $2,584+132.4% |
| Participant deferral / active EE | $7,130 | $3,333+114.0% | $4,723+51.0% | $4,194+70.0% |
| Admin fee / account holder | $10,078 | $6,908+45.9% | $13,095-23.0% | $7,856+28.3% |