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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 | $90,870 | $76,551+18.7% | $123,894-26.7% | $62,881+44.5% |
| Participation rate | 83.0% | 73.0%+10.0pp | 81.4%+1.6pp | 69.3%+13.7pp |
| Annual return | 6.99% | 18.68%-11.7pp | 47.52%-40.5pp | 20.14%-13.2pp |
| Employer contribution / active EE | $10,065 | $2,882+249.2% | $4,617+118.0% | $2,281+341.3% |
| Participant deferral / active EE | $7,408 | $4,840+53.1% | $5,984+23.8% | $3,203+131.3% |
| Admin fee / account holder | $9,939 | $4,826+106.0% | $8,357+18.9% | $4,296+131.4% |