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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 | $64,462+63.8% | $81,482+29.6% | $80,911+30.5% |
| Participation rate | 88.2% | 63.9%+24.3pp | 69.5%+18.7pp | 67.6%+20.6pp |
| Annual return | 11.57% | 16.35%-4.8pp | 24.79%-13.2pp | 35.63%-24.1pp |
| Employer contribution / active EE | $4,549 | $1,979+129.9% | $2,463+84.7% | $2,756+65.1% |
| Participant deferral / active EE | $3,903 | $3,094+26.1% | $3,885+0.5% | $4,297-9.2% |
| Admin fee / account holder | $792 | $5,678-86.1% | $5,761-86.3% | $6,935-88.6% |