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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 | $114,654 | $49,255+132.8% | $70,494+62.6% | $79,856+43.6% |
| Participation rate | 83.1% | 69.2%+13.9pp | 75.1%+8.0pp | 69.6%+13.4pp |
| Annual return | 17.98% | 30.10%-12.1pp | 109.16%-91.2pp | 31.71%-13.7pp |
| Employer contribution / active EE | $2,072 | $2,100-1.3% | $2,738-24.3% | $2,471-16.1% |
| Participant deferral / active EE | $6,256 | $2,768+126.0% | $3,711+68.6% | $3,741+67.3% |
| Admin fee / account holder | $1,704 | $2,879-40.8% | $3,848-55.7% | $5,306-67.9% |