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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 | $64,517+57.6% | $81,438+24.9% | $80,874+25.7% |
| Participation rate | 70.5% | 63.9%+6.6pp | 69.5%+1.0pp | 67.6%+2.9pp |
| Annual return | 14.09% | 16.35%-2.3pp | 24.74%-10.7pp | 35.62%-21.5pp |
| Employer contribution / active EE | $5,532 | $1,982+179.1% | $2,460+124.8% | $2,756+100.7% |
| Participant deferral / active EE | $4,066 | $3,096+31.3% | $3,883+4.7% | $4,297-5.4% |
| Admin fee / account holder | $12,266 | $5,677+116.0% | $5,764+112.8% | $6,935+76.9% |