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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 | $109,928 | $81,494+34.9% | $133,978-18.0% | $73,497+49.6% |
| Participation rate | 81.6% | 76.4%+5.2pp | 79.8%+1.7pp | 70.7%+10.9pp |
| Annual return | 15.71% | 19.40%-3.7pp | 45.10%-29.4pp | 28.51%-12.8pp |
| Employer contribution / active EE | $2,712 | $2,210+22.8% | $3,919-30.8% | $2,270+19.5% |
| Participant deferral / active EE | $7,180 | $3,787+89.6% | $5,047+42.3% | $3,740+92.0% |
| Admin fee / account holder | $5,475 | $713+667.5% | $8,930-38.7% | $513+967.1% |