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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 | $91,934 | $76,551+20.1% | $123,894-25.8% | $62,881+46.2% |
| Participation rate | 74.4% | 73.0%+1.4pp | 81.4%-7.0pp | 69.3%+5.1pp |
| Annual return | 8.24% | 18.68%-10.4pp | 47.52%-39.3pp | 20.14%-11.9pp |
| Employer contribution / active EE | $5,097 | $2,882+76.8% | $4,617+10.4% | $2,281+123.5% |
| Participant deferral / active EE | $4,269 | $4,840-11.8% | $5,984-28.7% | $3,203+33.3% |
| Admin fee / account holder | $19,987 | $4,826+314.2% | $8,357+139.2% | $4,296+365.3% |