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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 | $91,665 | $67,602+35.6% | $82,312+11.4% | $70,126+30.7% |
| Participation rate | 83.3% | 72.8%+10.6pp | 76.9%+6.4pp | 69.5%+13.8pp |
| Annual return | 15.25% | 21.57%-6.3pp | 25.88%-10.6pp | 73.15%-57.9pp |
| Employer contribution / active EE | $2,608 | $1,755+48.6% | $2,428+7.4% | $2,343+11.3% |
| Participant deferral / active EE | $4,273 | $2,987+43.1% | $3,706+15.3% | $3,332+28.3% |
| Admin fee / account holder | $13,662 | $4,512+202.8% | $5,608+143.6% | $4,645+194.1% |