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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 | $100,208 | $88,583+13.1% | $88,497+13.2% | $273,972-63.4% |
| Participation rate | 92.9% | 83.5%+9.4pp | 82.4%+10.5pp | 83.0%+9.8pp |
| Annual return | 10.34% | 5.68%+4.7pp | 7.63%+2.7pp | 41.46%-31.1pp |
| Employer contribution / active EE | $18,285 | $4,502+306.1% | $4,036+353.0% | $4,869+275.6% |
| Participant deferral / active EE | $6,595 | $4,891+34.8% | $4,899+34.6% | $5,287+24.7% |
| Admin fee / account holder | $3,395 | $8,980-62.2% | $6,220-45.4% | $10,133-66.5% |