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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 | $110,351 | $81,331+35.7% | $155,534-29.1% | $80,935+36.3% |
| Participation rate | 82.9% | 66.3%+16.6pp | 78.2%+4.6pp | 67.7%+15.2pp |
| Annual return | 12.67% | 33.37%-20.7pp | 64.92%-52.3pp | 35.66%-23.0pp |
| Employer contribution / active EE | $4,754 | $3,105+53.1% | $4,675+1.7% | $2,757+72.4% |
| Participant deferral / active EE | $4,690 | $3,454+35.8% | $5,630-16.7% | $4,299+9.1% |
| Admin fee / account holder | $1,120 | $7,999-86.0% | $15,900-93.0% | $6,924-83.8% |