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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 | $109,684 | $69,977+56.7% | $108,582+1.0% | $62,881+74.4% |
| Participation rate | 94.1% | 72.9%+21.2pp | 79.6%+14.5pp | 69.3%+24.8pp |
| Annual return | 7.71% | 10.73%-3.0pp | -51.70%+59.4pp | 20.14%-12.4pp |
| Employer contribution / active EE | $2,877 | $2,135+34.8% | $3,758-23.4% | $2,281+26.2% |
| Participant deferral / active EE | $4,376 | $3,165+38.3% | $4,311+1.5% | $3,203+36.6% |
| Admin fee / account holder | $11,909 | $5,076+134.6% | $7,645+55.8% | $4,296+177.2% |