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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 | $110,390 | $84,236+31.0% | $170,435-35.2% | $70,126+57.4% |
| Participation rate | 79.3% | 70.8%+8.5pp | 83.6%-4.3pp | 69.5%+9.8pp |
| Annual return | 15.78% | 23.06%-7.3pp | 205.94%-190.2pp | 73.15%-57.4pp |
| Employer contribution / active EE | $4,175 | $3,387+23.2% | $5,432-23.2% | $2,343+78.2% |
| Participant deferral / active EE | $3,643 | $3,086+18.1% | $4,939-26.2% | $3,332+9.3% |
| Admin fee / account holder | $2,216 | $5,698-61.1% | $13,881-84.0% | $4,645-52.3% |