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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 | $118,258 | $95,453+23.9% | $112,040+5.5% | $82,448+43.4% |
| Participation rate | 96.1% | 72.8%+23.3pp | 76.5%+19.6pp | 68.1%+28.0pp |
| Annual return | 13.98% | 23.92%-9.9pp | 24.52%-10.5pp | 41.64%-27.7pp |
| Employer contribution / active EE | $8,682 | $2,318+274.6% | $2,954+193.9% | $2,551+240.4% |
| Participant deferral / active EE | $6,908 | $4,224+63.5% | $5,098+35.5% | $4,139+66.9% |
| Admin fee / account holder | $4,741 | $9,013-47.4% | $12,098-60.8% | $7,234-34.5% |