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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 | $111,187 | $71,230+56.1% | $93,727+18.6% | $80,959+37.3% |
| Participation rate | 92.6% | 60.4%+32.2pp | 68.7%+23.9pp | 67.7%+24.9pp |
| Annual return | 12.58% | 11.26%+1.3pp | 133.83%-121.2pp | 35.67%-23.1pp |
| Employer contribution / active EE | $9,402 | $1,565+500.7% | $2,421+288.3% | $2,757+241.0% |
| Participant deferral / active EE | $7,792 | $4,037+93.0% | $4,417+76.4% | $4,300+81.2% |
| Admin fee / account holder | $1,775 | $6,961-74.5% | $8,292-78.6% | $6,925-74.4% |