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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 | $115,678 | $75,058+54.1% | $152,301-24.0% | $64,340+79.8% |
| Participation rate | 80.2% | 60.9%+19.3pp | 82.4%-2.3pp | 55.2%+24.9pp |
| Annual return | 20.23% | 29.93%-9.7pp | 80.50%-60.3pp | 24.14%-3.9pp |
| Employer contribution / active EE | $3,607 | $2,605+38.5% | $4,624-22.0% | $1,862+93.7% |
| Participant deferral / active EE | $8,462 | $5,041+67.9% | $8,004+5.7% | $2,980+183.9% |
| Admin fee / account holder | $6,852 | $4,050+69.2% | $14,398-52.4% | $3,703+85.1% |