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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 | $84,447 | $106,749-20.9% | $145,433-41.9% | $82,448+2.4% |
| Participation rate | 88.2% | 75.6%+12.6pp | 82.1%+6.1pp | 68.1%+20.2pp |
| Annual return | 15.27% | 27.59%-12.3pp | 66.58%-51.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $4,629 | $3,444+34.4% | $4,554+1.6% | $2,551+81.5% |
| Participant deferral / active EE | $8,053 | $6,519+23.5% | $7,897+2.0% | $4,139+94.5% |
| Admin fee / account holder | $18,232 | $8,390+117.3% | $13,129+38.9% | $7,234+152.0% |