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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 | $113,459 | $56,054+102.4% | $171,082-33.7% | $62,881+80.4% |
| Participation rate | 92.3% | 62.9%+29.4pp | 76.7%+15.6pp | 69.3%+23.0pp |
| Annual return | 9.95% | 22.52%-12.6pp | 32.56%-22.6pp | 20.14%-10.2pp |
| Employer contribution / active EE | $3,671 | $1,731+112.1% | $4,002-8.3% | $2,281+61.0% |
| Participant deferral / active EE | $9,776 | $3,158+209.6% | $4,797+103.8% | $3,203+205.2% |
| Admin fee / account holder | $4,008 | $3,647+9.9% | $8,520-53.0% | $4,296-6.7% |