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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 | $101,688 | $63,773+59.5% | $81,286+25.1% | $80,925+25.7% |
| Participation rate | 70.5% | 63.9%+6.6pp | 69.5%+1.0pp | 67.7%+2.9pp |
| Annual return | 14.09% | 16.37%-2.3pp | 24.80%-10.7pp | 35.65%-21.6pp |
| Employer contribution / active EE | $5,532 | $1,979+179.5% | $2,463+124.6% | $2,756+100.7% |
| Participant deferral / active EE | $4,066 | $3,093+31.5% | $3,883+4.7% | $4,299-5.4% |
| Admin fee / account holder | $12,266 | $5,682+115.9% | $5,764+112.8% | $6,940+76.7% |