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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 | $103,320 | $76,407+35.2% | $150,298-31.3% | $82,448+25.3% |
| Participation rate | 80.8% | 66.4%+14.4pp | 77.8%+3.0pp | 68.1%+12.7pp |
| Annual return | 15.29% | 39.99%-24.7pp | 62.79%-47.5pp | 41.64%-26.3pp |
| Employer contribution / active EE | $3,446 | $2,614+31.8% | $4,154-17.1% | $2,551+35.1% |
| Participant deferral / active EE | $5,274 | $3,214+64.1% | $5,453-3.3% | $4,139+27.4% |
| Admin fee / account holder | $20,891 | $6,352+228.9% | $14,116+48.0% | $7,234+188.8% |