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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 | $102,574 | $72,492+41.5% | $87,102+17.8% | $72,983+40.5% |
| Participation rate | 80.0% | 72.8%+7.2pp | 76.9%+3.1pp | 69.5%+10.5pp |
| Annual return | 20.71% | 24.46%-3.7pp | 28.19%-7.5pp | 81.01%-60.3pp |
| Employer contribution / active EE | $3,525 | $1,894+86.1% | $2,521+39.8% | $2,440+44.5% |
| Participant deferral / active EE | $2,128 | $3,270-34.9% | $4,048-47.4% | $3,608-41.0% |
| Admin fee / account holder | $1,368 | $5,055-72.9% | $7,491-81.7% | $5,124-73.3% |