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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 | $114,951 | $81,233+41.5% | $155,567-26.1% | $80,874+42.1% |
| Participation rate | 71.8% | 66.2%+5.6pp | 78.2%-6.4pp | 67.6%+4.1pp |
| Annual return | 16.36% | 33.33%-17.0pp | 64.74%-48.4pp | 35.62%-19.3pp |
| Employer contribution / active EE | $3,596 | $3,101+16.0% | $4,674-23.1% | $2,756+30.5% |
| Participant deferral / active EE | $5,372 | $3,452+55.6% | $5,628-4.6% | $4,297+25.0% |
| Admin fee / account holder | $10,021 | $7,998+25.3% | $15,916-37.0% | $6,935+44.5% |