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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 | $94,937 | $76,407+24.3% | $150,298-36.8% | $82,448+15.1% |
| Participation rate | 83.9% | 66.4%+17.5pp | 77.8%+6.1pp | 68.1%+15.8pp |
| Annual return | 18.79% | 39.99%-21.2pp | 62.79%-44.0pp | 41.64%-22.8pp |
| Employer contribution / active EE | $4,081 | $2,614+56.1% | $4,154-1.8% | $2,551+60.0% |
| Participant deferral / active EE | $5,353 | $3,214+66.5% | $5,453-1.8% | $4,139+29.3% |
| Admin fee / account holder | $584 | $6,352-90.8% | $14,116-95.9% | $7,234-91.9% |