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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 | $105,978 | $45,087+135.1% | $69,483+52.5% | $72,976+45.2% |
| Participation rate | 81.3% | 68.5%+12.8pp | 74.6%+6.7pp | 69.5%+11.8pp |
| Annual return | 6.38% | 22.67%-16.3pp | 28.99%-22.6pp | 81.02%-74.6pp |
| Employer contribution / active EE | $2,432 | $2,055+18.3% | $2,780-12.5% | $2,440-0.3% |
| Participant deferral / active EE | $4,920 | $2,603+89.0% | $3,537+39.1% | $3,608+36.4% |
| Admin fee / account holder | $9,508 | $3,057+211.0% | $3,841+147.5% | $5,124+85.6% |