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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 | $111,051 | $72,027+54.2% | $185,835-40.2% | $79,852+39.1% |
| Participation rate | 94.1% | 65.8%+28.3pp | 78.0%+16.1pp | 69.6%+24.5pp |
| Annual return | 12.89% | 23.13%-10.2pp | 35.96%-23.1pp | 31.72%-18.8pp |
| Employer contribution / active EE | $3,340 | $1,965+70.0% | $4,087-18.3% | $2,471+35.2% |
| Participant deferral / active EE | $5,905 | $3,780+56.2% | $5,633+4.8% | $3,740+57.9% |
| Admin fee / account holder | $1,964 | $4,513-56.5% | $9,502-79.3% | $5,306-63.0% |