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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 | $78,690+46.5% | $161,489-28.6% | $87,485+31.8% |
| Participation rate | 79.1% | 67.5%+11.7pp | 78.7%+0.4pp | 68.9%+10.2pp |
| Annual return | 26.73% | 32.74%-6.0pp | 89.72%-63.0pp | 26.06%+0.7pp |
| Employer contribution / active EE | $5,995 | $2,588+131.6% | $4,268+40.4% | $2,596+130.9% |
| Participant deferral / active EE | $6,543 | $3,311+97.6% | $5,630+16.2% | $4,274+53.1% |
| Admin fee / account holder | $1,678 | $6,724-75.0% | $16,006-89.5% | $7,775-78.4% |