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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 | $104,753 | $93,064+12.6% | $74,577+40.5% | $273,972-61.8% |
| Participation rate | 83.3% | 74.9%+8.4pp | 68.1%+15.2pp | 83.0%+0.3pp |
| Annual return | 7.46% | 26.18%-18.7pp | 20.47%-13.0pp | 41.46%-34.0pp |
| Employer contribution / active EE | $4,966 | $3,160+57.2% | $2,525+96.7% | $4,869+2.0% |
| Participant deferral / active EE | $14,066 | $4,160+238.1% | $3,458+306.7% | $5,287+166.0% |
| Admin fee / account holder | $22,110 | $5,273+319.3% | $4,138+434.3% | $10,133+118.2% |