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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 | $115,280 | $73,787+56.2% | $98,716+16.8% | $82,448+39.8% |
| Participation rate | 80.0% | 61.4%+18.6pp | 69.3%+10.7pp | 68.1%+11.9pp |
| Annual return | 15.11% | 18.57%-3.5pp | 31.81%-16.7pp | 41.64%-26.5pp |
| Employer contribution / active EE | $8,464 | $1,511+460.1% | $2,279+271.5% | $2,551+231.8% |
| Participant deferral / active EE | $6,961 | $3,081+125.9% | $4,048+72.0% | $4,139+68.2% |
| Admin fee / account holder | $3,008 | $6,500-53.7% | $8,703-65.4% | $7,234-58.4% |