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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 | $77,803 | $52,306+48.7% | $69,779+11.5% | $62,881+23.7% |
| Participation rate | 82.2% | 67.2%+15.0pp | 71.8%+10.4pp | 69.3%+12.9pp |
| Annual return | 6.07% | 13.35%-7.3pp | 12.99%-6.9pp | 20.14%-14.1pp |
| Employer contribution / active EE | $3,333 | $1,799+85.3% | $2,338+42.5% | $2,281+46.1% |
| Participant deferral / active EE | $1,416 | $2,395-40.9% | $2,931-51.7% | $3,203-55.8% |
| Admin fee / account holder | $10,265 | $3,691+178.1% | $4,381+134.3% | $4,296+139.0% |