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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 | $105,242 | $81,487+29.2% | $102,412+2.8% | $80,935+30.0% |
| Participation rate | 83.3% | 66.8%+16.5pp | 74.5%+8.8pp | 67.7%+15.7pp |
| Annual return | 10.77% | 25.60%-14.8pp | 24.94%-14.2pp | 35.66%-24.9pp |
| Employer contribution / active EE | $4,631 | $3,103+49.2% | $3,870+19.7% | $2,757+68.0% |
| Participant deferral / active EE | $4,918 | $3,871+27.1% | $5,060-2.8% | $4,299+14.4% |
| Admin fee / account holder | $12,804 | $6,717+90.6% | $8,388+52.7% | $6,924+84.9% |