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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 | $81,276+27.1% | $155,574-33.6% | $80,925+27.6% |
| Participation rate | 93.2% | 66.2%+26.9pp | 78.2%+15.0pp | 67.7%+25.5pp |
| Annual return | 11.15% | 33.36%-22.2pp | 64.87%-53.7pp | 35.65%-24.5pp |
| Employer contribution / active EE | $2,061 | $3,103-33.6% | $4,676-55.9% | $2,756-25.2% |
| Participant deferral / active EE | $4,879 | $3,453+41.3% | $5,629-13.3% | $4,299+13.5% |
| Admin fee / account holder | $13,730 | $7,993+71.8% | $15,914-13.7% | $6,940+97.8% |