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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 | $107,477 | $78,690+36.6% | $161,489-33.4% | $87,485+22.9% |
| Participation rate | 96.3% | 67.5%+28.8pp | 78.7%+17.6pp | 68.9%+27.4pp |
| Annual return | 17.26% | 32.74%-15.5pp | 89.72%-72.5pp | 26.06%-8.8pp |
| Employer contribution / active EE | $2,714 | $2,588+4.9% | $4,268-36.4% | $2,596+4.5% |
| Participant deferral / active EE | $5,357 | $3,311+61.8% | $5,630-4.8% | $4,274+25.4% |
| Admin fee / account holder | $1,751 | $6,724-74.0% | $16,006-89.1% | $7,775-77.5% |