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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 | $65,246+62.2% | $98,716+7.2% | $67,986+55.7% |
| Participation rate | 73.0% | 51.4%+21.6pp | 69.3%+3.7pp | 57.2%+15.8pp |
| Annual return | 16.92% | 20.58%-3.7pp | 31.81%-14.9pp | 31.67%-14.7pp |
| Employer contribution / active EE | $2,202 | $1,042+111.3% | $2,279-3.3% | $2,019+9.1% |
| Participant deferral / active EE | $5,859 | $2,594+125.8% | $4,048+44.8% | $3,358+74.5% |
| Admin fee / account holder | $4,103 | $4,561-10.0% | $8,703-52.9% | $3,203+28.1% |