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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 | $103,717 | $64,920+59.8% | $103,6930% | $86,983+19.2% |
| Participation rate | 75.0% | 63.6%+11.4pp | 72.6%+2.4pp | 69.5%+5.5pp |
| Annual return | 15.58% | 30.29%-14.7pp | 47.61%-32.0pp | 25.83%-10.3pp |
| Employer contribution / active EE | $1,454 | $2,141-32.1% | $2,920-50.2% | $2,584-43.7% |
| Participant deferral / active EE | $4,139 | $3,241+27.7% | $4,579-9.6% | $4,194-1.3% |
| Admin fee / account holder | $4,158 | $6,191-32.8% | $7,858-47.1% | $7,856-47.1% |