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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 | $134,566 | $81,504+65.1% | $102,437+31.4% | $80,959+66.2% |
| Participation rate | 93.8% | 66.9%+27.0pp | 74.5%+19.3pp | 67.7%+26.2pp |
| Annual return | 14.42% | 25.60%-11.2pp | 24.95%-10.5pp | 35.67%-21.3pp |
| Employer contribution / active EE | $9,790 | $3,104+215.4% | $3,871+152.9% | $2,757+255.1% |
| Participant deferral / active EE | $2,742 | $3,871-29.2% | $5,060-45.8% | $4,300-36.2% |
| Admin fee / account holder | $1,991 | $6,719-70.4% | $8,388-76.3% | $6,925-71.2% |