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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 | $105,152 | $73,981+42.1% | $105,754-0.6% | $62,881+67.2% |
| Participation rate | 83.1% | 71.7%+11.4pp | 78.9%+4.2pp | 69.3%+13.8pp |
| Annual return | 6.50% | 17.60%-11.1pp | 12.25%-5.8pp | 20.14%-13.6pp |
| Employer contribution / active EE | $2,581 | $2,856-9.6% | $4,079-36.7% | $2,281+13.1% |
| Participant deferral / active EE | $8,385 | $4,038+107.6% | $5,326+57.5% | $3,203+161.8% |
| Admin fee / account holder | $19,873 | $5,976+232.5% | $8,309+139.2% | $4,296+362.6% |