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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 | $92,477 | $78,027+18.5% | $178,528-48.2% | $80,925+14.3% |
| Participation rate | 81.7% | 65.7%+16.0pp | 77.1%+4.6pp | 67.7%+14.0pp |
| Annual return | 14.59% | 18.09%-3.5pp | 27.11%-12.5pp | 35.65%-21.1pp |
| Employer contribution / active EE | $3,172 | $2,281+39.0% | $3,950-19.7% | $2,756+15.1% |
| Participant deferral / active EE | $6,345 | $4,408+44.0% | $6,278+1.1% | $4,299+47.6% |
| Admin fee / account holder | $20,691 | $7,168+188.7% | $10,419+98.6% | $6,940+198.1% |