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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 | $107,097 | $58,493+83.1% | $84,023+27.5% | $72,976+46.8% |
| Participation rate | 86.9% | 61.2%+25.7pp | 69.0%+17.9pp | 69.5%+17.4pp |
| Annual return | 22.47% | 28.93%-6.5pp | 71.32%-48.8pp | 81.02%-58.5pp |
| Employer contribution / active EE | $2,426 | $1,163+108.6% | $1,984+22.3% | $2,440-0.6% |
| Participant deferral / active EE | $4,498 | $2,394+87.9% | $3,239+38.9% | $3,608+24.7% |
| Admin fee / account holder | $1,802 | $4,569-60.6% | $6,102-70.5% | $5,124-64.8% |