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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 | $122,292 | $81,476+50.1% | $102,383+19.4% | $80,925+51.1% |
| Participation rate | 86.1% | 66.8%+19.3pp | 74.5%+11.6pp | 67.7%+18.5pp |
| Annual return | 11.41% | 25.59%-14.2pp | 24.94%-13.5pp | 35.65%-24.2pp |
| Employer contribution / active EE | $9,311 | $3,105+199.9% | $3,870+140.6% | $2,756+237.8% |
| Participant deferral / active EE | $3,235 | $3,871-16.4% | $5,060-36.1% | $4,299-24.7% |
| Admin fee / account holder | $2,723 | $6,717-59.5% | $8,391-67.5% | $6,940-60.8% |