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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 | $103,291 | $81,331+27.0% | $155,534-33.6% | $80,935+27.6% |
| Participation rate | 93.2% | 66.3%+26.9pp | 78.2%+15.0pp | 67.7%+25.5pp |
| Annual return | 11.15% | 33.37%-22.2pp | 64.92%-53.8pp | 35.66%-24.5pp |
| Employer contribution / active EE | $2,061 | $3,105-33.6% | $4,675-55.9% | $2,757-25.3% |
| Participant deferral / active EE | $4,879 | $3,454+41.3% | $5,630-13.3% | $4,299+13.5% |
| Admin fee / account holder | $13,730 | $7,999+71.6% | $15,900-13.6% | $6,924+98.3% |