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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 | $75,541+29.3% | $152,093-35.8% | $82,637+18.2% |
| Participation rate | 77.6% | 66.5%+11.0pp | 77.8%-0.2pp | 68.1%+9.5pp |
| Annual return | 19.76% | 32.56%-12.8pp | 66.36%-46.6pp | 53.51%-33.7pp |
| Employer contribution / active EE | $3,790 | $2,622+44.5% | $4,175-9.2% | $2,552+48.5% |
| Participant deferral / active EE | $5,840 | $3,206+82.2% | $5,451+7.1% | $4,126+41.5% |
| Admin fee / account holder | $1,142 | $6,405-82.2% | $14,497-92.1% | $7,339-84.4% |