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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 | $114,439 | $81,947+39.7% | $105,387+8.6% | $72,983+56.8% |
| Participation rate | 83.7% | 76.5%+7.1pp | 82.6%+1.1pp | 69.5%+14.2pp |
| Annual return | 20.16% | 42.90%-22.7pp | 26.82%-6.7pp | 81.01%-60.8pp |
| Employer contribution / active EE | $3,546 | $3,468+2.2% | $4,213-15.8% | $2,440+45.3% |
| Participant deferral / active EE | $5,141 | $4,494+14.4% | $5,502-6.6% | $3,608+42.5% |
| Admin fee / account holder | $24,037 | $6,258+284.1% | $6,559+266.5% | $5,124+369.1% |