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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 | $95,280 | $54,541+74.7% | $78,778+20.9% | $70,126+35.9% |
| Participation rate | 85.7% | 60.8%+24.9pp | 69.2%+16.5pp | 69.5%+16.2pp |
| Annual return | 15.10% | 21.07%-6.0pp | 35.62%-20.5pp | 73.15%-58.0pp |
| Employer contribution / active EE | $1,830 | $1,089+68.2% | $1,986-7.8% | $2,343-21.9% |
| Participant deferral / active EE | $3,746 | $2,210+69.5% | $2,958+26.6% | $3,332+12.4% |
| Admin fee / account holder | $2,050 | $3,709-44.7% | $5,134-60.1% | $4,645-55.9% |