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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 | $109,708 | $54,541+101.1% | $78,778+39.3% | $70,126+56.4% |
| Participation rate | 85.2% | 60.8%+24.4pp | 69.2%+16.0pp | 69.5%+15.6pp |
| Annual return | 13.45% | 21.07%-7.6pp | 35.62%-22.2pp | 73.15%-59.7pp |
| Employer contribution / active EE | $2,514 | $1,089+130.9% | $1,986+26.6% | $2,343+7.3% |
| Participant deferral / active EE | $5,427 | $2,210+145.5% | $2,958+83.4% | $3,332+62.9% |
| Admin fee / account holder | $1,278 | $3,709-65.5% | $5,134-75.1% | $4,645-72.5% |