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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 | $98,149 | $69,590+41.0% | $136,867-28.3% | $94,015+4.4% |
| Participation rate | 83.3% | 66.3%+17.0pp | 74.5%+8.8pp | 70.8%+12.5pp |
| Annual return | 20.83% | 19.62%+1.2pp | 42.97%-22.1pp | 17.84%+3.0pp |
| Employer contribution / active EE | $1,845 | $2,396-23.0% | $3,547-48.0% | $2,790-33.9% |
| Participant deferral / active EE | $8,208 | $3,437+138.8% | $4,924+66.7% | $4,249+93.1% |
| Admin fee / account holder | $10,716 | $8,912+20.3% | $10,340+3.6% | $8,951+19.7% |