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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 | $77,814+48.1% | $158,223-27.1% | $86,983+32.5% |
| Participation rate | 79.1% | 68.4%+10.7pp | 79.2%-0.1pp | 69.5%+9.6pp |
| Annual return | 26.73% | 30.54%-3.8pp | 52.09%-25.4pp | 25.83%+0.9pp |
| Employer contribution / active EE | $5,995 | $2,592+131.3% | $4,109+45.9% | $2,584+132.0% |
| Participant deferral / active EE | $6,543 | $3,270+100.1% | $5,467+19.7% | $4,194+56.0% |
| Admin fee / account holder | $1,678 | $5,879-71.5% | $16,047-89.5% | $7,856-78.6% |