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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 | $108,789 | $78,423+38.7% | $95,964+13.4% | $79,856+36.2% |
| Participation rate | 92.3% | 73.5%+18.8pp | 77.1%+15.2pp | 69.6%+22.7pp |
| Annual return | 23.52% | 19.37%+4.1pp | 91.64%-68.1pp | 31.71%-8.2pp |
| Employer contribution / active EE | $941 | $1,945-51.6% | $2,541-63.0% | $2,471-61.9% |
| Participant deferral / active EE | $5,061 | $3,440+47.1% | $4,167+21.5% | $3,741+35.3% |
| Admin fee / account holder | $12,990 | $5,622+131.1% | $6,797+91.1% | $5,306+144.8% |