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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 | $120,857 | $74,535+62.1% | $100,712+20.0% | $82,637+46.3% |
| Participation rate | 87.0% | 61.2%+25.8pp | 69.3%+17.7pp | 68.1%+18.9pp |
| Annual return | 13.54% | 18.92%-5.4pp | 33.27%-19.7pp | 53.51%-40.0pp |
| Employer contribution / active EE | $4,348 | $1,503+189.3% | $2,313+88.0% | $2,552+70.4% |
| Participant deferral / active EE | $1,784 | $3,074-42.0% | $4,085-56.3% | $4,126-56.8% |
| Admin fee / account holder | $9,724 | $6,576+47.9% | $9,256+5.1% | $7,339+32.5% |