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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 | $106,982 | $62,672+70.7% | $185,117-42.2% | $70,126+52.6% |
| Participation rate | 88.0% | 63.8%+24.2pp | 77.3%+10.7pp | 69.5%+18.5pp |
| Annual return | 19.44% | 40.79%-21.4pp | 40.50%-21.1pp | 73.15%-53.7pp |
| Employer contribution / active EE | $2,294 | $1,753+30.8% | $4,182-45.1% | $2,343-2.1% |
| Participant deferral / active EE | $5,973 | $3,272+82.6% | $5,045+18.4% | $3,332+79.3% |
| Admin fee / account holder | $1,340 | $3,932-65.9% | $8,159-83.6% | $4,645-71.2% |