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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 | $96,669 | $72,012+34.2% | $185,827-48.0% | $79,858+21.1% |
| Participation rate | 85.7% | 65.8%+20.0pp | 78.0%+7.7pp | 69.6%+16.1pp |
| Annual return | 14.67% | 23.12%-8.5pp | 35.96%-21.3pp | 31.72%-17.1pp |
| Employer contribution / active EE | $3,571 | $1,965+81.8% | $4,087-12.6% | $2,471+44.5% |
| Participant deferral / active EE | $3,152 | $3,779-16.6% | $5,633-44.1% | $3,740-15.7% |
| Admin fee / account holder | $12,486 | $4,513+176.7% | $9,502+31.4% | $5,306+135.3% |