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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 | $88,995 | $45,050+97.5% | $63,018+41.2% | $70,126+26.9% |
| Participation rate | 77.8% | 69.5%+8.3pp | 74.8%+3.0pp | 69.5%+8.2pp |
| Annual return | 14.78% | 18.76%-4.0pp | 87.62%-72.8pp | 73.15%-58.4pp |
| Employer contribution / active EE | $3,329 | $2,052+62.2% | $2,761+20.6% | $2,343+42.1% |
| Participant deferral / active EE | $3,486 | $2,466+41.4% | $3,330+4.7% | $3,332+4.6% |
| Admin fee / account holder | $5,544 | $2,834+95.6% | $3,601+54.0% | $4,645+19.3% |