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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 | $116,179 | $81,331+42.8% | $155,534-25.3% | $80,935+43.5% |
| Participation rate | 72.1% | 66.3%+5.9pp | 78.2%-6.1pp | 67.7%+4.5pp |
| Annual return | 11.83% | 33.37%-21.5pp | 64.92%-53.1pp | 35.66%-23.8pp |
| Employer contribution / active EE | $2,652 | $3,105-14.6% | $4,675-43.3% | $2,757-3.8% |
| Participant deferral / active EE | $6,521 | $3,454+88.8% | $5,630+15.8% | $4,299+51.7% |
| Admin fee / account holder | $4,309 | $7,999-46.1% | $15,900-72.9% | $6,924-37.8% |