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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 | $105,576 | $63,845+65.4% | $81,370+29.7% | $80,959+30.4% |
| Participation rate | 88.2% | 63.9%+24.4pp | 69.5%+18.7pp | 67.7%+20.6pp |
| Annual return | 11.57% | 16.37%-4.8pp | 24.85%-13.3pp | 35.67%-24.1pp |
| Employer contribution / active EE | $4,549 | $1,980+129.8% | $2,464+84.6% | $2,757+65.0% |
| Participant deferral / active EE | $3,903 | $3,093+26.2% | $3,885+0.5% | $4,300-9.2% |
| Admin fee / account holder | $792 | $5,688-86.1% | $5,749-86.2% | $6,925-88.6% |