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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 | $87,021 | $106,524-18.3% | $152,301-42.9% | $87,485-0.5% |
| Participation rate | 82.1% | 75.8%+6.3pp | 82.4%-0.4pp | 68.9%+13.1pp |
| Annual return | 20.62% | 26.89%-6.3pp | 80.50%-59.9pp | 26.06%-5.4pp |
| Employer contribution / active EE | $5,400 | $3,371+60.2% | $4,624+16.8% | $2,596+108.0% |
| Participant deferral / active EE | $5,539 | $6,525-15.1% | $8,004-30.8% | $4,274+29.6% |
| Admin fee / account holder | $1,158 | $8,287-86.0% | $14,398-92.0% | $7,775-85.1% |