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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 | $105,836 | $64,010+65.3% | $108,359-2.3% | $64,340+64.5% |
| Participation rate | 73.0% | 49.4%+23.6pp | 70.1%+2.9pp | 55.2%+17.8pp |
| Annual return | 16.92% | 19.74%-2.8pp | 36.89%-20.0pp | 24.14%-7.2pp |
| Employer contribution / active EE | $2,202 | $1,029+114.1% | $2,399-8.2% | $1,862+18.3% |
| Participant deferral / active EE | $5,859 | $2,395+144.6% | $4,137+41.6% | $2,980+96.6% |
| Admin fee / account holder | $4,103 | $4,885-16.0% | $9,741-57.9% | $3,703+10.8% |