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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 | $107,449 | $54,541+97.0% | $78,778+36.4% | $70,124+53.2% |
| Participation rate | 83.3% | 60.8%+22.5pp | 69.2%+14.1pp | 69.5%+13.8pp |
| Annual return | 14.20% | 21.07%-6.9pp | 35.62%-21.4pp | 73.14%-58.9pp |
| Employer contribution / active EE | $1,988 | $1,089+82.6% | $1,986+0.1% | $2,342-15.1% |
| Participant deferral / active EE | $4,291 | $2,210+94.1% | $2,958+45.0% | $3,332+28.8% |
| Admin fee / account holder | $1,373 | $3,709-63.0% | $5,134-73.3% | $4,645-70.4% |