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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 | $112,766 | $53,774+109.7% | $134,162-15.9% | $79,852+41.2% |
| Participation rate | 82.3% | 58.8%+23.5pp | 72.2%+10.1pp | 69.6%+12.6pp |
| Annual return | 15.03% | 19.01%-4.0pp | 36.35%-21.3pp | 31.72%-16.7pp |
| Employer contribution / active EE | $1,661 | $1,322+25.7% | $3,705-55.2% | $2,471-32.8% |
| Participant deferral / active EE | $5,085 | $2,420+110.1% | $3,500+45.3% | $3,740+36.0% |
| Admin fee / account holder | $8,259 | $3,985+107.3% | $6,685+23.5% | $5,306+55.6% |