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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 | $110,752 | $91,198+21.4% | $178,503-38.0% | $79,856+38.7% |
| Participation rate | 88.0% | 69.2%+18.8pp | 81.9%+6.1pp | 69.6%+18.4pp |
| Annual return | 18.01% | 24.20%-6.2pp | 151.12%-133.1pp | 31.71%-13.7pp |
| Employer contribution / active EE | $7,311 | $3,257+124.5% | $5,011+45.9% | $2,471+195.8% |
| Participant deferral / active EE | $13,053 | $3,237+303.3% | $5,202+150.9% | $3,741+249.0% |
| Admin fee / account holder | $3,275 | $6,748-51.5% | $13,987-76.6% | $5,306-38.3% |