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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 | $107,048 | $110,137-2.8% | $161,149-33.6% | $82,637+29.5% |
| Participation rate | 84.2% | 72.4%+11.9pp | 78.8%+5.4pp | 68.1%+16.2pp |
| Annual return | 14.10% | 20.69%-6.6pp | 21.16%-7.1pp | 53.51%-39.4pp |
| Employer contribution / active EE | $12,688 | $2,856+344.3% | $4,360+191.0% | $2,552+397.1% |
| Participant deferral / active EE | $11,456 | $4,575+150.4% | $6,153+86.2% | $4,126+177.6% |
| Admin fee / account holder | $19,728 | $9,467+108.4% | $15,194+29.8% | $7,339+168.8% |