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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 | $115,268 | $76,407+50.9% | $150,298-23.3% | $82,448+39.8% |
| Participation rate | 79.1% | 66.4%+12.7pp | 77.8%+1.4pp | 68.1%+11.1pp |
| Annual return | 26.73% | 39.99%-13.3pp | 62.79%-36.1pp | 41.64%-14.9pp |
| Employer contribution / active EE | $5,995 | $2,614+129.3% | $4,154+44.3% | $2,551+135.0% |
| Participant deferral / active EE | $6,543 | $3,214+103.6% | $5,453+20.0% | $4,139+58.1% |
| Admin fee / account holder | $1,678 | $6,352-73.6% | $14,116-88.1% | $7,234-76.8% |