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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 | $81,446+27.8% | $103,374+0.7% | $80,874+28.7% |
| Participation rate | 91.8% | 66.9%+25.0pp | 74.5%+17.3pp | 67.6%+24.2pp |
| Annual return | 14.55% | 25.57%-11.0pp | 24.89%-10.3pp | 35.62%-21.1pp |
| Employer contribution / active EE | $7,237 | $3,107+132.9% | $3,869+87.0% | $2,756+162.6% |
| Participant deferral / active EE | $3,905 | $3,870+0.9% | $5,058-22.8% | $4,297-9.1% |
| Admin fee / account holder | $2,269 | $6,715-66.2% | $8,394-73.0% | $6,935-67.3% |