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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 | $108,125 | $72,486+49.2% | $87,103+24.1% | $72,976+48.2% |
| Participation rate | 85.7% | 72.8%+12.9pp | 76.9%+8.8pp | 69.5%+16.2pp |
| Annual return | 17.56% | 24.46%-6.9pp | 28.19%-10.6pp | 81.02%-63.5pp |
| Employer contribution / active EE | $745 | $1,894-60.6% | $2,521-70.4% | $2,440-69.5% |
| Participant deferral / active EE | $3,944 | $3,270+20.6% | $4,049-2.6% | $3,608+9.3% |
| Admin fee / account holder | $10,331 | $5,055+104.4% | $7,491+37.9% | $5,124+101.6% |