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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 | $98,312 | $54,541+80.3% | $78,778+24.8% | $70,126+40.2% |
| Participation rate | 83.1% | 60.8%+22.3pp | 69.2%+13.9pp | 69.5%+13.6pp |
| Annual return | 12.96% | 21.07%-8.1pp | 35.62%-22.7pp | 73.15%-60.2pp |
| Employer contribution / active EE | $866 | $1,089-20.5% | $1,986-56.4% | $2,343-63.0% |
| Participant deferral / active EE | $3,828 | $2,210+73.2% | $2,958+29.4% | $3,332+14.9% |
| Admin fee / account holder | $6,801 | $3,709+83.4% | $5,134+32.5% | $4,645+46.4% |