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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 | $108,451 | $63,365+71.2% | $91,994+17.9% | $72,976+48.6% |
| Participation rate | 82.3% | 72.5%+9.7pp | 78.6%+3.6pp | 69.5%+12.8pp |
| Annual return | 25.27% | 35.35%-10.1pp | 69.04%-43.8pp | 81.02%-55.7pp |
| Employer contribution / active EE | $2,568 | $2,116+21.4% | $3,453-25.6% | $2,440+5.2% |
| Participant deferral / active EE | $4,200 | $4,883-14.0% | $5,924-29.1% | $3,608+16.4% |
| Admin fee / account holder | $2,780 | $4,670-40.5% | $7,744-64.1% | $5,124-45.7% |