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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 | $98,199 | $101,798-3.5% | $165,071-40.5% | $80,935+21.3% |
| Participation rate | 92.3% | 71.8%+20.5pp | 78.6%+13.7pp | 67.7%+24.6pp |
| Annual return | 12.85% | 16.73%-3.9pp | 70.17%-57.3pp | 35.66%-22.8pp |
| Employer contribution / active EE | $7,103 | $2,954+140.4% | $4,347+63.4% | $2,757+157.7% |
| Participant deferral / active EE | $5,753 | $4,476+28.5% | $6,035-4.7% | $4,299+33.8% |
| Admin fee / account holder | $6,475 | $8,221-21.2% | $12,695-49.0% | $6,924-6.5% |