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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 | $89,399 | $106,749-16.3% | $145,433-38.5% | $82,448+8.4% |
| Participation rate | 93.3% | 75.6%+17.7pp | 82.1%+11.2pp | 68.1%+25.3pp |
| Annual return | 23.28% | 27.59%-4.3pp | 66.58%-43.3pp | 41.64%-18.4pp |
| Employer contribution / active EE | $9,147 | $3,444+165.6% | $4,554+100.8% | $2,551+258.6% |
| Participant deferral / active EE | $20,450 | $6,519+213.7% | $7,897+158.9% | $4,139+394.0% |
| Admin fee / account holder | $10,524 | $8,390+25.4% | $13,129-19.8% | $7,234+45.5% |