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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 | $113,674 | $83,485+36.2% | $125,195-9.2% | $72,976+55.8% |
| Participation rate | 78.6% | 73.3%+5.3pp | 79.8%-1.2pp | 69.5%+9.1pp |
| Annual return | 20.35% | 25.77%-5.4pp | 43.79%-23.4pp | 81.02%-60.7pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,433 | $3,586+23.6% | $4,937-10.2% | $3,608+22.9% |
| Admin fee / account holder | $12,673 | $5,518+129.7% | $9,704+30.6% | $5,124+147.3% |