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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 | $110,953 | $72,492+53.1% | $87,104+27.4% | $72,975+52.0% |
| Participation rate | 70.8% | 72.8%-2.0pp | 76.9%-6.0pp | 69.5%+1.3pp |
| Annual return | 18.44% | 24.46%-6.0pp | 28.19%-9.8pp | 81.01%-62.6pp |
| Employer contribution / active EE | $3,845 | $1,894+103.0% | $2,521+52.5% | $2,440+57.6% |
| Participant deferral / active EE | $5,690 | $3,270+74.0% | $4,048+40.5% | $3,608+57.7% |
| Admin fee / account holder | $15,236 | $5,055+201.4% | $7,491+103.4% | $5,124+197.3% |