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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 | $101,963 | $56,287+81.1% | $80,977+25.9% | $62,881+62.2% |
| Participation rate | 85.7% | 68.9%+16.8pp | 75.8%+9.9pp | 69.3%+16.4pp |
| Annual return | 9.18% | 22.13%-13.0pp | 17.11%-7.9pp | 20.14%-11.0pp |
| Employer contribution / active EE | $1,382 | $1,943-28.8% | $3,715-62.8% | $2,281-39.4% |
| Participant deferral / active EE | $8,104 | $4,196+93.1% | $5,696+42.3% | $3,203+153.0% |
| Admin fee / account holder | $4,176 | $3,742+11.6% | $5,517-24.3% | $4,296-2.8% |