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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 | $103,251 | $72,269+42.9% | $101,271+2.0% | $79,852+29.3% |
| Participation rate | 88.9% | 68.5%+20.4pp | 75.8%+13.1pp | 69.6%+19.3pp |
| Annual return | 15.06% | 22.29%-7.2pp | 46.48%-31.4pp | 31.72%-16.7pp |
| Employer contribution / active EE | $10,186 | $2,692+278.4% | $3,660+178.3% | $2,471+312.2% |
| Participant deferral / active EE | $1,949 | $3,282-40.6% | $4,371-55.4% | $3,740-47.9% |
| Admin fee / account holder | $2,495 | $4,401-43.3% | $5,948-58.0% | $5,306-53.0% |