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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 | $105,511 | $57,073+84.9% | $85,126+23.9% | $80,925+30.4% |
| Participation rate | 73.3% | 56.4%+16.9pp | 67.5%+5.8pp | 67.7%+5.7pp |
| Annual return | 15.55% | 21.69%-6.1pp | 66.63%-51.1pp | 35.65%-20.1pp |
| Employer contribution / active EE | $3,520 | $1,801+95.5% | $2,731+28.9% | $2,756+27.7% |
| Participant deferral / active EE | $6,384 | $3,113+105.1% | $4,523+41.1% | $4,299+48.5% |
| Admin fee / account holder | $31,173 | $4,988+525.0% | $6,160+406.0% | $6,940+349.2% |