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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 | $106,769 | $63,082+69.3% | $81,716+30.7% | $79,852+33.7% |
| Participation rate | 93.3% | 67.5%+25.8pp | 72.0%+21.3pp | 69.6%+23.7pp |
| Annual return | 15.69% | 22.66%-7.0pp | 29.49%-13.8pp | 31.72%-16.0pp |
| Employer contribution / active EE | $4,890 | $1,795+172.4% | $4,310+13.4% | $2,471+97.9% |
| Participant deferral / active EE | $3,830 | $2,780+37.8% | $7,108-46.1% | $3,740+2.4% |
| Admin fee / account holder | $1,725 | $4,428-61.0% | $5,159-66.6% | $5,306-67.5% |