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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 | $106,297 | $81,358+30.7% | $155,556-31.7% | $80,959+31.3% |
| Participation rate | 71.4% | 66.3%+5.2pp | 78.2%-6.8pp | 67.7%+3.8pp |
| Annual return | 15.32% | 33.39%-18.1pp | 64.84%-49.5pp | 35.67%-20.3pp |
| Employer contribution / active EE | $3,381 | $3,106+8.9% | $4,675-27.7% | $2,757+22.6% |
| Participant deferral / active EE | $5,732 | $3,455+65.9% | $5,631+1.8% | $4,300+33.3% |
| Admin fee / account holder | $22,715 | $7,994+184.2% | $15,885+43.0% | $6,925+228.0% |