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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 | $107,502 | $81,476+31.9% | $102,383+5.0% | $80,925+32.8% |
| Participation rate | 91.3% | 66.8%+24.5pp | 74.5%+16.8pp | 67.7%+23.6pp |
| Annual return | 12.85% | 25.59%-12.7pp | 24.94%-12.1pp | 35.65%-22.8pp |
| Employer contribution / active EE | $10,133 | $3,105+226.4% | $3,870+161.8% | $2,756+267.6% |
| Participant deferral / active EE | $2,736 | $3,871-29.3% | $5,060-45.9% | $4,299-36.4% |
| Admin fee / account holder | $1,138 | $6,717-83.1% | $8,391-86.4% | $6,940-83.6% |