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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 | $101,539 | $76,551+32.6% | $123,894-18.0% | $62,881+61.5% |
| Participation rate | 75.6% | 73.0%+2.6pp | 81.4%-5.9pp | 69.3%+6.3pp |
| Annual return | 8.51% | 18.68%-10.2pp | 47.52%-39.0pp | 20.14%-11.6pp |
| Employer contribution / active EE | $3,129 | $2,882+8.5% | $4,617-32.2% | $2,281+37.2% |
| Participant deferral / active EE | $11,508 | $4,840+137.8% | $5,984+92.3% | $3,203+259.3% |
| Admin fee / account holder | $714 | $4,826-85.2% | $8,357-91.5% | $4,296-83.4% |