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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 | $63,845+59.3% | $81,370+25.0% | $80,959+25.6% |
| Participation rate | 70.5% | 63.9%+6.6pp | 69.5%+1.0pp | 67.7%+2.9pp |
| Annual return | 14.09% | 16.37%-2.3pp | 24.85%-10.8pp | 35.67%-21.6pp |
| Employer contribution / active EE | $5,532 | $1,980+179.4% | $2,464+124.5% | $2,757+100.6% |
| Participant deferral / active EE | $4,066 | $3,093+31.5% | $3,885+4.7% | $4,300-5.4% |
| Admin fee / account holder | $12,266 | $5,688+115.6% | $5,749+113.3% | $6,925+77.1% |