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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 | $114,689 | $79,867+43.6% | $120,344-4.7% | $64,340+78.3% |
| Participation rate | 71.3% | 63.0%+8.3pp | 76.7%-5.4pp | 55.2%+16.1pp |
| Annual return | 12.22% | 21.10%-8.9pp | 20.30%-8.1pp | 24.14%-11.9pp |
| Employer contribution / active EE | $2,041 | $1,925+6.0% | $3,020-32.4% | $1,862+9.6% |
| Participant deferral / active EE | $3,701 | $3,593+3.0% | $5,135-27.9% | $2,980+24.2% |
| Admin fee / account holder | $21,427 | $5,039+325.2% | $12,742+68.2% | $3,703+478.7% |