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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 | $103,383 | $84,236+22.7% | $170,435-39.3% | $70,126+47.4% |
| Participation rate | 87.5% | 70.8%+16.7pp | 83.6%+3.9pp | 69.5%+18.0pp |
| Annual return | 16.00% | 23.06%-7.1pp | 205.94%-189.9pp | 73.15%-57.1pp |
| Employer contribution / active EE | $4,714 | $3,387+39.2% | $5,432-13.2% | $2,343+101.2% |
| Participant deferral / active EE | $2,983 | $3,086-3.3% | $4,939-39.6% | $3,332-10.5% |
| Admin fee / account holder | $2,847 | $5,698-50.0% | $13,881-79.5% | $4,645-38.7% |