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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 | $103,751 | $63,365+63.7% | $91,994+12.8% | $72,975+42.2% |
| Participation rate | 88.0% | 72.5%+15.5pp | 78.6%+9.4pp | 69.5%+18.5pp |
| Annual return | 23.70% | 35.35%-11.7pp | 69.04%-45.3pp | 81.01%-57.3pp |
| Employer contribution / active EE | $8,177 | $2,116+286.5% | $3,453+136.8% | $2,440+235.1% |
| Participant deferral / active EE | $3,794 | $4,883-22.3% | $5,924-35.9% | $3,608+5.2% |
| Admin fee / account holder | $1,689 | $4,670-63.8% | $7,744-78.2% | $5,124-67.0% |