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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 | $57,140+84.7% | $85,240+23.8% | $80,959+30.3% |
| Participation rate | 73.3% | 56.4%+16.9pp | 67.5%+5.8pp | 67.7%+5.7pp |
| Annual return | 15.55% | 21.71%-6.2pp | 66.75%-51.2pp | 35.67%-20.1pp |
| Employer contribution / active EE | $3,520 | $1,802+95.4% | $2,735+28.7% | $2,757+27.7% |
| Participant deferral / active EE | $6,384 | $3,115+104.9% | $4,527+41.0% | $4,300+48.4% |
| Admin fee / account holder | $31,173 | $4,992+524.5% | $6,165+405.7% | $6,925+350.1% |