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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 | $117,585 | $108,825+8.0% | $156,181-24.7% | $82,448+42.6% |
| Participation rate | 79.1% | 72.4%+6.7pp | 78.8%+0.3pp | 68.1%+11.0pp |
| Annual return | 14.59% | 20.59%-6.0pp | 64.87%-50.3pp | 41.64%-27.1pp |
| Employer contribution / active EE | $5,780 | $2,870+101.4% | $4,294+34.6% | $2,551+126.6% |
| Participant deferral / active EE | $2,890 | $4,577-36.9% | $6,132-52.9% | $4,139-30.2% |
| Admin fee / account holder | $9,792 | $9,341+4.8% | $14,586-32.9% | $7,234+35.4% |