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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 | $97,664 | $77,814+25.5% | $158,223-38.3% | $86,983+12.3% |
| Participation rate | 77.6% | 68.4%+9.2pp | 79.2%-1.6pp | 69.5%+8.0pp |
| Annual return | 19.76% | 30.54%-10.8pp | 52.09%-32.3pp | 25.83%-6.1pp |
| Employer contribution / active EE | $3,790 | $2,592+46.2% | $4,109-7.8% | $2,584+46.6% |
| Participant deferral / active EE | $5,840 | $3,270+78.6% | $5,467+6.8% | $4,194+39.3% |
| Admin fee / account holder | $1,142 | $5,879-80.6% | $16,047-92.9% | $7,856-85.5% |