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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 | $112,248 | $101,778+10.3% | $164,975-32.0% | $80,925+38.7% |
| Participation rate | 77.8% | 71.8%+5.9pp | 78.6%-0.8pp | 67.7%+10.1pp |
| Annual return | 10.93% | 16.73%-5.8pp | 70.12%-59.2pp | 35.65%-24.7pp |
| Employer contribution / active EE | $5,556 | $2,954+88.1% | $4,343+27.9% | $2,756+101.6% |
| Participant deferral / active EE | $2,220 | $4,477-50.4% | $6,033-63.2% | $4,299-48.4% |
| Admin fee / account holder | $19,039 | $8,221+131.6% | $12,688+50.1% | $6,940+174.3% |