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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 | $106,918 | $68,880+55.2% | $120,580-11.3% | $80,959+32.1% |
| Participation rate | 76.5% | 61.7%+14.8pp | 72.0%+4.5pp | 67.7%+8.8pp |
| Annual return | 16.04% | 23.68%-7.6pp | 107.48%-91.4pp | 35.67%-19.6pp |
| Employer contribution / active EE | $2,932 | $2,066+41.9% | $3,469-15.5% | $2,757+6.3% |
| Participant deferral / active EE | $6,046 | $3,191+89.5% | $4,995+21.0% | $4,300+40.6% |
| Admin fee / account holder | $776 | $5,785-86.6% | $9,418-91.8% | $6,925-88.8% |