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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 | $97,731 | $68,880+41.9% | $120,580-18.9% | $80,959+20.7% |
| Participation rate | 82.1% | 61.7%+20.4pp | 72.0%+10.1pp | 67.7%+14.4pp |
| Annual return | 14.84% | 23.68%-8.8pp | 107.48%-92.6pp | 35.67%-20.8pp |
| Employer contribution / active EE | $4,569 | $2,066+121.1% | $3,469+31.7% | $2,757+65.7% |
| Participant deferral / active EE | $10,868 | $3,191+240.6% | $4,995+117.6% | $4,300+152.7% |
| Admin fee / account holder | $5,149 | $5,785-11.0% | $9,418-45.3% | $6,925-25.6% |