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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 | $94,852 | $74,535+27.3% | $100,712-5.8% | $82,637+14.8% |
| Participation rate | 74.5% | 61.2%+13.4pp | 69.3%+5.3pp | 68.1%+6.5pp |
| Annual return | 12.63% | 18.92%-6.3pp | 33.27%-20.6pp | 53.51%-40.9pp |
| Employer contribution / active EE | $3,292 | $1,503+119.1% | $2,313+42.3% | $2,552+29.0% |
| Participant deferral / active EE | $7,877 | $3,074+156.2% | $4,085+92.8% | $4,126+90.9% |
| Admin fee / account holder | $12,067 | $6,576+83.5% | $9,256+30.4% | $7,339+64.4% |