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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 | $104,097 | $81,504+27.7% | $102,437+1.6% | $80,959+28.6% |
| Participation rate | 91.8% | 66.9%+25.0pp | 74.5%+17.3pp | 67.7%+24.1pp |
| Annual return | 14.55% | 25.60%-11.0pp | 24.95%-10.4pp | 35.67%-21.1pp |
| Employer contribution / active EE | $7,237 | $3,104+133.2% | $3,871+87.0% | $2,757+162.5% |
| Participant deferral / active EE | $3,905 | $3,871+0.9% | $5,060-22.8% | $4,300-9.2% |
| Admin fee / account holder | $2,269 | $6,719-66.2% | $8,388-73.0% | $6,925-67.2% |