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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 | $107,523 | $81,331+32.2% | $155,534-30.9% | $80,935+32.9% |
| Participation rate | 96.4% | 66.3%+30.2pp | 78.2%+18.2pp | 67.7%+28.8pp |
| Annual return | 13.39% | 33.37%-20.0pp | 64.92%-51.5pp | 35.66%-22.3pp |
| Employer contribution / active EE | $4,531 | $3,105+45.9% | $4,675-3.1% | $2,757+64.4% |
| Participant deferral / active EE | $4,802 | $3,454+39.0% | $5,630-14.7% | $4,299+11.7% |
| Admin fee / account holder | $3,715 | $7,999-53.6% | $15,900-76.6% | $6,924-46.4% |