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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 | $104,841 | $91,198+15.0% | $178,503-41.3% | $79,856+31.3% |
| Participation rate | 84.0% | 69.2%+14.8pp | 81.9%+2.1pp | 69.6%+14.4pp |
| Annual return | 10.85% | 24.20%-13.3pp | 151.12%-140.3pp | 31.71%-20.9pp |
| Employer contribution / active EE | $5,399 | $3,257+65.8% | $5,011+7.7% | $2,471+118.5% |
| Participant deferral / active EE | $4,813 | $3,237+48.7% | $5,202-7.5% | $3,741+28.7% |
| Admin fee / account holder | $1,042 | $6,748-84.6% | $13,987-92.6% | $5,306-80.4% |