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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 | $108,393 | $76,407+41.9% | $150,298-27.9% | $82,448+31.5% |
| Participation rate | 73.2% | 66.4%+6.8pp | 77.8%-4.5pp | 68.1%+5.1pp |
| Annual return | 16.75% | 39.99%-23.2pp | 62.79%-46.0pp | 41.64%-24.9pp |
| Employer contribution / active EE | $2,464 | $2,614-5.7% | $4,154-40.7% | $2,551-3.4% |
| Participant deferral / active EE | $4,350 | $3,214+35.3% | $5,453-20.2% | $4,139+5.1% |
| Admin fee / account holder | $20,199 | $6,352+218.0% | $14,116+43.1% | $7,234+179.2% |