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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 | $108,742 | $87,132+24.8% | $105,624+3.0% | $80,959+34.3% |
| Participation rate | 70.7% | 70.4%+0.2pp | 75.3%-4.6pp | 67.7%+3.0pp |
| Annual return | 21.98% | 17.03%+4.9pp | 116.20%-94.2pp | 35.67%-13.7pp |
| Employer contribution / active EE | $3,015 | $2,397+25.8% | $3,168-4.8% | $2,757+9.4% |
| Participant deferral / active EE | $6,302 | $3,985+58.1% | $5,013+25.7% | $4,300+46.6% |
| Admin fee / account holder | $24,097 | $8,449+185.2% | $10,961+119.8% | $6,925+248.0% |