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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 | $106,565 | $81,276+31.1% | $155,574-31.5% | $80,925+31.7% |
| Participation rate | 78.3% | 66.2%+12.1pp | 78.2%+0.1pp | 67.7%+10.7pp |
| Annual return | 17.11% | 33.36%-16.3pp | 64.87%-47.8pp | 35.65%-18.5pp |
| Employer contribution / active EE | $3,992 | $3,103+28.7% | $4,676-14.6% | $2,756+44.9% |
| Participant deferral / active EE | $7,026 | $3,453+103.5% | $5,629+24.8% | $4,299+63.4% |
| Admin fee / account holder | $5,452 | $7,993-31.8% | $15,914-65.7% | $6,940-21.4% |