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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 | $98,858 | $76,551+29.1% | $123,894-20.2% | $62,881+57.2% |
| Participation rate | 88.4% | 73.0%+15.4pp | 81.4%+7.0pp | 69.3%+19.1pp |
| Annual return | 10.52% | 18.68%-8.2pp | 47.52%-37.0pp | 20.14%-9.6pp |
| Employer contribution / active EE | $2,801 | $2,882-2.8% | $4,617-39.3% | $2,281+22.8% |
| Participant deferral / active EE | $6,447 | $4,840+33.2% | $5,984+7.7% | $3,203+101.3% |
| Admin fee / account holder | $12,436 | $4,826+157.7% | $8,357+48.8% | $4,296+189.5% |