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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 | $81,358+31.0% | $155,556-31.5% | $80,959+31.6% |
| Participation rate | 78.3% | 66.3%+12.0pp | 78.2%+0.1pp | 67.7%+10.6pp |
| Annual return | 17.11% | 33.39%-16.3pp | 64.84%-47.7pp | 35.67%-18.6pp |
| Employer contribution / active EE | $3,992 | $3,106+28.5% | $4,675-14.6% | $2,757+44.8% |
| Participant deferral / active EE | $7,026 | $3,455+103.3% | $5,631+24.8% | $4,300+63.4% |
| Admin fee / account holder | $5,452 | $7,994-31.8% | $15,885-65.7% | $6,925-21.3% |