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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 | $110,080 | $69,977+57.3% | $108,582+1.4% | $62,881+75.1% |
| Participation rate | 85.1% | 72.9%+12.2pp | 79.6%+5.5pp | 69.3%+15.8pp |
| Annual return | 6.84% | 10.73%-3.9pp | -51.70%+58.5pp | 20.14%-13.3pp |
| Employer contribution / active EE | $5,268 | $2,135+146.8% | $3,758+40.2% | $2,281+131.0% |
| Participant deferral / active EE | $3,623 | $3,165+14.5% | $4,311-16.0% | $3,203+13.1% |
| Admin fee / account holder | $6,606 | $5,076+30.1% | $7,645-13.6% | $4,296+53.8% |